Natwest's Lin Expects Dollar to Gain Against Asian Currencies

The video discusses the impact of US-China relations and Fed policy on emerging markets, particularly focusing on the dollar's performance against Asian currencies. It highlights the influence of global risk sentiment on Asian equities and the potential for a shift back to these markets. The discussion also covers strategies for navigating Fed policy changes, emphasizing the importance of data dependency and yield considerations in US Treasury investments.

What is the current consensus regarding the US-China agreement's impact on the dollar against emerging market currencies?

• It is a short-term positive with long-term uncertainty.

• It is a long-term negative.

• It has no impact.

• It is a long-term positive.

How might a Fed pause affect Asian equities according to the video?

• It will have no effect.

• It will lead to a decrease in Asian equities.

• It will stabilize the global discount rate, benefiting Asian equities.

• It will cause a crash in US equities.

What is a potential outcome for investors if geopolitical uncertainties pass?

• Investors will shift focus to Asian equities due to lower valuations.

• Investors will continue to focus on US equities.

• Investors will focus on European equities.

• Investors will avoid equities altogether.

What strategy is suggested for dealing with uncertainty in the US Treasury curve?

• Investing in European bonds.

• Going 530 stiffeners in the US Treasury curve.

• Avoiding the US market entirely.

• Investing in short-term bonds.

What is the Fed's approach to meetings in 2019 as mentioned in the video?

• Meetings will be less frequent.

• Meetings will focus solely on inflation.

• Meetings will be data-dependent with press conferences.

• Meetings will be held without press conferences.