Dollar May Hold Firm at Current Levels for Time Being, Conning's Franklin Says

The video discusses the outlook for the US dollar, highlighting factors that could keep it firm in the near term despite expectations of moderation over the next few years. It also covers investment strategies in emerging markets, emphasizing the need for selectivity due to varying economic conditions. Additionally, the video addresses trade risks and the global growth outlook, noting a slowdown in money and credit growth, particularly in emerging markets.

What is one reason the US dollar might remain firm in the near term?

• Increased US exports

• Tightening US dollar liquidity

• Decreasing fiscal deficit

• Weakening global currencies

What should investors focus on when selecting emerging markets for investment?

• Regions with unstable political environments

• Markets with high regulatory risks

• Economies with current account surpluses

• Countries with high inflation rates

What is a significant risk to portfolios in 2019 according to the transcript?

• Increasing interest rates

• Political instability

• Trade and self-interest

• Rising commodity prices

What has led to a slowdown in order increases from end customers?

• Rising global inflation

• Sharp slowdown in money and credit growth

• Improved trade relations

• Increased consumer spending

What might need to be unwound in the US economy over the coming quarters?

• Interest rate hikes

• Tax reforms

• Inventory build

• Trade agreements