Upgrading Emerging Market Bonds to Overweight: Kalish

The video discusses the current and future valuation of the US dollar, highlighting its overvaluation and potential decline over the next two to three years. It examines market positioning, recent economic data, and the Federal Reserve's approach to rate hikes. The video also references historical trends from 2006-2007 to provide context for the Fed's potential actions.

What is the expected movement of the dollar over the next two to three years according to the video?

• It will remain stable.

• It will fluctuate without a clear trend.

• It will appreciate by 15% to 20%.

• It will depreciate by 15% to 20%.

Which regions are expected to experience faster growth than the US, influencing the dollar's valuation?

• Africa and South America

• Middle East and India

• China and Europe

• Australia and Canada

What was the market sentiment towards the dollar last year, and how has it changed recently?

• Bullish to pessimistic

• Pessimistic to neutral

• Neutral to bearish

• Bearish to bullish

What is the expected timeline for the Federal Reserve to remain on hold after the last rate hike?

• 1 to 3 months

• 10 to 12 months

• 4 to 6 months

• 7 to 9 months

In what year did the Federal Reserve last demonstrate its ability to hold rates steady for an extended period?

• 2006

• 2004

• 2010

• 2008