Citi's Wieting: We're Certainly Not Dollar Bulls From These Levels

The video discusses the current state of the US dollar, influenced by factors like Brexit and Federal Reserve policies. It highlights the shift in asset allocation from global fixed income to shares, considering market risks and valuation gaps. The analysis extends to bond markets, emphasizing the potential risks and opportunities in European bonds and utility stocks, while advocating for cyclical exposure and dividend growth in healthcare and staples.

What factors are mentioned that could influence the value of the US dollar?

How does the speaker view the current state of the US dollar in relation to the Federal Reserve's policies?

What changes in asset allocation does the speaker describe?

What concerns does the speaker express regarding trade and monetary policy?

What is the speaker's outlook on European bond markets and their potential impact on investors?