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.

In what ways could the strength of the dollar impact emerging markets?

What are the implications of the vaccine rollout in emerging markets for their economic recovery?