JPMorgan Chase's Cavenagh Likes Brazilian Real, Malaysian Ringgit

The video discusses opportunities and risks in emerging market currencies, highlighting Brazil and the Malaysian ringgit as promising investments due to political and economic factors. It also covers the cautious sentiment in the US equity market, with expectations of increased volatility due to ongoing trade negotiations and the current stage of the economic cycle.

Which emerging market currency is considered attractive due to political improvements and trade negotiations?

• Indian Rupee

• Brazilian Real

• South African Rand

• Russian Ruble

What is a key concern for the currency market in the Philippines?

• High inflation rates

• Twin deficits in current account and fiscal balance

• Political instability

• Lack of foreign investment

What does an elevated position in the VIX curve indicate about market expectations?

• Decreased volatility in the near term

• Increased volatility in the near term

• Stable market conditions

• Improved economic growth

According to the discussion, why is it too early to declare an 'all clear' signal for the equity market?

• Global markets are performing well

• US economic cycle is stable

• Uncertainty in trade negotiations and US economic cycle

• Trade negotiations are resolved

What year is mentioned as having been a very good year for both US and emerging markets?

• 2018

• 2017

• 2016

• 2015