Marc Chandler, Chief Market Strategist at Bannockburn Global Forex, breaks down some of the key themes and trends impacting the FX market. He discusses the fallout of the recent unwinding of the yen carry trade on corporations, explains why currency markets don't always follow a pattern of cause-and-effect and argues that the US dollar will remain at the centre of financial markets - but not necessarily for the reasons that many people assume. Chandler also looks ahead to a potential rate cut by the US Federal Reserve Bank and a divisive presidential election, making the case that the dollar is set for a cyclical downturn.