Need to Pick and Choose Your Battles in EM, Says JPMorgan's Cavenagh

The video discusses the current state of emerging markets, highlighting the volatility and potential positive signs such as US-China trade talks and expected China stimulus. It examines the impact of these factors on Asian currencies and the potential for a US economic slowdown. The discussion also covers the strength of the US dollar, its historical context, and its implications for global markets.

What are the tentative positive signs mentioned regarding emerging markets?

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How does the speaker view the impact of US and China trade discussions on emerging markets?

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What factors does the speaker believe are crucial for determining the future of Asian currencies?

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What does the speaker suggest is necessary for a positive spillover effect in the region?

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What are the potential risks mentioned regarding the dollar's strength in the coming months?

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