BofAML’s Barty Sees U.S. Dollar Weaker Over Long-Term

The video discusses the current state of the market, highlighting a pause in the risk rally due to the need for progress in US-China trade negotiations. The global economy's recovery is contingent on these developments. The video also examines the strength of the US dollar, influenced by weak global data, and its impact on emerging markets. A potential trade deal could boost global confidence and economic growth.

What are the implications of the dollar's performance according to the speaker?

What does the speaker suggest about the future of emerging markets in relation to the dollar?