Malas noticias para los ME al salir EE.UU. del acuerdo con Irán: Rabobank

The video discusses the impact of oil prices on FX markets, highlighting how rising oil prices can lead to inflation concerns, affecting central bank interest rates and currency markets. It also explores the implications for global growth and safe haven trades, particularly in emerging markets. The discussion includes the recent recovery of the dollar, driven by interest rate differentials and slower global growth due to trade wars. The video concludes with an analysis of emerging markets' vulnerability to US interest rate changes and the role of Asian currencies as indicators of risk appetite.

What has been the trend of the dollar in relation to emerging markets?

What are the concerns regarding US interest rates and their effect on emerging markets?