Currency Check: More Downside for Emerging Markets?

The video discusses the impact of US fiscal policy and potential trade wars on emerging market currencies, highlighting the shift of investments towards the US due to rising bond yields. It examines foreign exchange volatility, particularly the effects on the yen and yuan, and the role of interest rate differentials. The discussion also touches on the potential consequences of trade tensions between the US and Asia, emphasizing the importance of cooler heads prevailing to avoid negative trade ramifications.

What factors contributed to the appeal of emerging market currencies in 2016?

How has the US dollar's strength impacted emerging market currencies?

What role do trade wars play in the vulnerability of certain emerging market currencies?

Discuss the implications of interest rate differentials between the US and Japan on currency values.

What are the potential consequences of a significant fiscal spend in the US on global markets?