Mainstay Capital Avoiding Europe, Sees Opportunity in EMs, CEO Says

The video discusses the potential for a deeper inversion in the Treasury yield curve, influenced by Fed and ECB rate policies. It highlights increased volatility in bond markets compared to equities, with implications for future stock market trends. The discussion also covers the impact of US dollar movements on emerging markets, contrasting them with developed markets facing uncertainties like Brexit.

What uncertainties are affecting the European markets according to the text?

In what ways are emerging markets expected to perform in the current economic climate?