Fed to Pause After Raising Rates in December and March, Rabobank Says

The video discusses the potential impact of US-China relations on the dollar, suggesting that a thaw in relations could lead to a drop in the dollar's value. It also explores the Federal Reserve's potential pause in rate hikes, with concerns about the economy's fragility. The carry trade's resurgence and its risks to emerging markets are examined, along with predictions for the bond market and yield curve, indicating a possible inversion and recession warning.

What impact could a ceasefire between the United States and China have on the dollar?

What is the current view on the Fed's actions regarding interest rates?

How does the speaker perceive the risks associated with emerging markets?

What does the speaker predict about the yield curve and its implications?

What are the odds of a recession in 2020 according to the discussion?