'Long' Dollar Against Euro Favored: Eastspring's Nicola

The transcript discusses the current market conditions, emphasizing the importance of having strategies in place to manage volatility. It highlights the role of safe haven assets like the yen and US dollars, and the conviction in these currencies due to favorable yield differentials. The discussion also touches on the challenges faced by emerging markets due to volatility and the impact of global leverage, particularly in dollar terms. The supportive stance of the Fed is seen as a stabilizing factor, preventing a strong risk-off environment.

What concerns are raised about the current state of trade talks?

How does the speaker view the relationship between U.S. equities and volatility?

What factors contribute to the speaker's bias towards U.S. dollars?

What are the implications of a strengthening dollar for emerging markets?

What is the speaker's perspective on the Fed's current stance and its impact on the market?