What are the key positive developments mentioned for emerging markets?
Need to Pick and Choose Your Battles in EM, Says JPMorgan's Cavenagh

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5 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
US-China trade talks and Chinese stimulus
European Union trade agreements
Increased oil prices
Rising interest rates in the US
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is one factor that could support Asian currencies according to the discussion?
Increase in US interest rates
Ramp up of Chinese stimulus
Decline in global oil prices
Decrease in European exports
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What tentative sign is mentioned regarding the US economy?
Growth in the technology sector
Increase in manufacturing output
Sharp slowdown in the Billy Fed survey
Rise in consumer spending
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What historical pattern is noted about the US dollar's strength?
It strengthens when US growth is strong
It only strengthens during US elections
It always weakens during global recessions
It is unaffected by US economic conditions
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Under what condition might investors start moving against the US dollar?
If US growth story weakens
If US exceptionalism continues to rise
If European markets collapse
If oil prices increase significantly
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