Dollar Is Just Treading Water, Deutsche Bank's Ruskin Says

The video discusses opportunities in emerging markets, focusing on idiosyncratic stories and carry trades. It highlights the potential of basket trades involving currencies like Mexico, Brazil, and India. The discussion extends to the prospects of carry trades in 2019, considering global economic factors and political influences. The analysis concludes with insights into the US dollar and Eurodollar trends, emphasizing the challenges and opportunities in currency markets.

What is a key factor that makes basket type trades favorable in emerging markets?

• High volatility in major markets

• Political stability in all countries

• Contained volatility and political risks

• Guaranteed high returns

What is the expected trend for carry trades in the coming months according to the discussion?

• Immediate full force resurgence

• A rapid increase in popularity

• A gradual and cautious growth

• A complete decline

Which economic condition is mentioned as a challenge for a perfect carry environment?

• Stable political climate

• Global economic deceleration

• Global economic acceleration

• High inflation rates

What is the current state of the US dollar according to the analysis?

• Rapidly increasing in value

• Treading water with uncertain direction

• Consistently decreasing in value

• Stable with no fluctuations

What is the main factor preventing the Eurodollar from breaking above 116?

• Strong economic fundamentals

• Weak economic fundamentals

• High inflation rates

• Political stability