EM Vulnerable to Dollar on Structural Trend Change, Nordvig Says

The video tutorial discusses the Lehmann Low dollar chart and the Bloomberg Dollar Index, highlighting significant movements since 2009, including a notable rise in 2014. It explores the relationship between the dollar and equity markets, emphasizing the influence of US growth and global growth dynamics. The tutorial also examines the flow of funds, noting a shift from emerging markets back to the US and Europe, driven by changes in quantitative easing and interest rates, which has impacted the strength of the dollar.

What significant event in the dollar's history is highlighted in the first section?

• The Lehmann Low dollar chart introduction

• The 2014 one-off move

• The 2008 financial crisis

• The 2010 Eurozone crisis

How is the equity market primarily driven according to the second section?

• By global growth

• By interest rates

• By domestic inflation

• By US-specific credit growth

What has been a major factor in the dollar's strength since April, as discussed in the second section?

• Increased foreign investment

• Weak global growth

• Strong US growth

• High inflation rates

What trend change is observed in the flow of funds in the third section?

• Decreased investment in Europe

• Stable flow to emerging markets

• Increased investment in emerging markets

• Shift of funds back to the US and Europe

What has made emerging markets vulnerable according to the third section?

• Weakness against the dollar

• High global interest rates

• Strong domestic currencies

• Increased foreign aid