What the Midterm Election Results Mean for Emerging Markets

The video discusses the potential impact of a weakening dollar on emerging market currencies and the euro. It highlights the implications of the US midterm elections on fiscal policy, suggesting reduced chances of further stimulus and increased economic risks. The discussion also covers the Federal Reserve's interest rate trajectory, with expectations of continued rate hikes unless significant negative economic signs emerge.

In what ways might the US economy appear more vulnerable next year according to the discussion?

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What does the speaker suggest about the Federal Reserve's trajectory in relation to the midterms?

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