Malas noticias para los ME al salir EE.UU. del acuerdo con Irán: Rabobank

The video discusses the impact of oil prices on FX markets, highlighting how rising oil prices can lead to inflation concerns, affecting central bank interest rates and currency markets. It also explores the implications for global growth and safe haven trades, particularly in emerging markets. The discussion includes the recent recovery of the dollar, driven by interest rate differentials and slower global growth due to trade wars. The video concludes with an analysis of emerging markets' vulnerability to US interest rate changes and the role of Asian currencies as indicators of risk appetite.

How do rising oil prices initially affect the FX markets?

• They lead to a decrease in inflation.

• They cause central banks to lower interest rates.

• They prompt concerns about inflation.

• They have no impact on currency markets.

What has been a recent trend regarding the US dollar?

• It has been declining against Eastern European currencies.

• It has shown strong performance since early February.

• It has remained stable with no significant changes.

• It has been underperforming in the G10.

What factor has contributed to the US dollar's recent performance?

• Increased global growth rates.

• Diminished risk appetite due to trade wars.

• Lower US interest rates.

• Stable oil prices.

Why are some emerging markets particularly vulnerable to US interest rate changes?

• They have low inflation rates.

• They have strong local currencies.

• They have high levels of dollar-denominated debt.

• They have no exposure to global markets.

What serves as a litmus test for risk appetite in relation to the Fed?

• US trade policies.

• Interest rate stability.

• Currencies with high dollar-denominated debt.

• Oil price fluctuations.