This Is Last Hike in the Cycle for RBNZ: UBS WM's Tan

The video discusses the market's reaction to the RBNZ's unexpected dovish hike, suggesting that the RBNZ is likely done with rate hikes for now. It compares the Kiwi dollar's performance with the Aussie dollar, predicting the latter's outperformance due to better economic conditions. The focus is shifting from interest rate differentials to growth drivers in the FX market. The US dollar is expected to weaken as the Fed signals an easing bias, with the dollar index likely to follow this trend.

What factors are influencing the expectation of the Australian dollar outperforming the Kiwi dollar?

What is the anticipated trend for the US dollar in the coming months according to the discussion?