Emerging-Market Selloff Drags Down Commodities

The video discusses the impact of the emerging market sell-off on commodities, particularly oil. Experts Phil Verleger and Dan Dicker analyze the situation, comparing it to past crises and highlighting the role of trade tensions and currency devaluation. They discuss the potential contagion effects, the impact of the trade war on inflation, and the implications for US interest rates. The discussion also covers oil price dynamics, market supply issues, and investment opportunities in the oil sector.

What are the main concerns regarding oil demand growth in emerging markets?

How do local currency fluctuations affect oil prices in emerging markets?

How does the trade war impact inflation and interest rates in the context of emerging markets?

What role does China play in the global oil demand landscape?

What are the potential long-term effects of the trade war on US oil producers?

Discuss the implications of the emerging market sell-off on global oil prices.

What factors contribute to the systemic supply problem for oil going forward?