EM Is a Story of Carry Trade Being Back on, Barclays' Keller Says

The video discusses the impact of Venezuela on emerging markets, highlighting its isolated nature and potential effects on oil markets. It covers global growth prospects, noting central banks' accommodative policies and the return of carry trades. The discussion contrasts Asian and South American emerging markets, focusing on interest rates and economic ties to China. The currency outlook suggests a stable dollar against the euro and pound. Finally, it addresses Europe's economic challenges, including weak data and political issues like Brexit.

What are the implications of Venezuela's economic situation on other emerging markets?

How do central banks' policies influence carry trades in emerging markets?

What role does inflation play in the decision-making of central banks regarding interest rates?

What factors contribute to the differing performances of Asian and South American emerging markets?

In what ways does the political climate in Europe affect its economic stability?