Dollar Is Just Treading Water, Deutsche Bank's Ruskin Says

The video discusses opportunities in emerging markets, focusing on idiosyncratic stories and carry trades. It highlights the potential of basket trades involving currencies like Mexico, Brazil, and India. The discussion extends to the prospects of carry trades in 2019, considering global economic factors and political influences. The analysis concludes with insights into the US dollar and Eurodollar trends, emphasizing the challenges and opportunities in currency markets.

What factors contribute to the volatility in emerging markets?

Which countries are mentioned as potential participants in carry trades?

What is the expected performance of carry trades in the first four months of the year?

How does the speaker describe the current state of the dollar?

What are the implications of the euro's fundamentals according to the discussion?