Intro

French and UK politics generated most headlines in recent weeks -- and France's political conundrum has yet to be solved -- but US politics are likely to take center stage and dictate the dollar's fortunes in the run-up to the Nov. 5 elections. Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX strategist, talks to BI's senior government analyst Nathan Dean about the near-term political agenda and what considerations may dominate when it comes to finalizing the Democrats' candidate.

Nathan and Audrey also investigate how a second Trump administration may affect the dollar cyclically-- bullish via trade plus fiscal and monetary policy -- and structurally -- any tilt toward isolationism would be negative for the dollar in the longer term.