Thailand, Vietnam Favored, Wells Fargo Asset's Hartman Says

The video discusses the economic growth in Southeast Asia, particularly in Vietnam and Thailand, and the impact of China's dollar reserves on emerging markets. It highlights currency fluctuations, with the Mexican peso, Rand, and Lira being affected. The discussion also covers the strengthening of the US dollar due to interest rate differentials and potential trade wars. The video concludes with the challenges faced by the Fed due to tariffs and rising costs for US consumers.

In what ways might trade wars affect the U.S. economy according to the discussion?

What concerns does the speaker express regarding the impact of the dollar's strength on U.S. consumers?