State Street's Weis on Fed, Emerging Markets

The video discusses the response of emerging markets to rising inflation, highlighting the shift towards more hawkish policies by central banks in countries like Hungary, Poland, and Brazil. This shift could increase the attractiveness of these markets for investors. The discussion also covers investor concerns about the end of the favorable period for emerging markets, particularly in relation to Fed policy changes. The role of the Yuan and Dollar in emerging markets is examined, with a focus on the impact of dollar weakness. Finally, the video addresses the slow vaccine rollout in Asia and its implications for market performance.

Which countries are mentioned as moving towards more hawkish monetary policies in response to inflation?

• Hungary, Poland, and Brazil

• Germany, France, and Italy

• Canada, Australia, and New Zealand

• Japan, South Korea, and China

What is a key concern for investors regarding emerging markets?

• The impact of climate change

• The rise of cryptocurrency

• The end of the favorable period for emerging markets

• The growth of the tech industry

How does the current situation differ from the 2013 taper tantrum?

• The dollar is stronger now

• Emerging markets are cutting rates

• The Fed is more dovish now

• Emerging markets are leading with rate hikes

What is a significant factor affecting the vaccine rollout in emerging Asia?

• Initial success in controlling COVID-19

• Political instability

• Lack of vaccine supply

• High vaccine costs

Which country is noted for making significant progress in vaccinations within the emerging market space?

• India

• China

• South Africa

• Brazil