We Are Overweight Long-Term Treasuries, Says Abu Dhabi Commercial Bank’s Jannelli

The video discusses Bank of America's revised yield forecast, highlighting their underweight position in bonds but overweight in long-term Treasurys due to global risks. It examines the impact of a strong US dollar on emerging markets, with JP Morgan downgrading their position. The discussion also covers potential weakening of the dollar due to fiscal and credit stimulus, and concerns over China's possible devaluation in response to trade tensions.

What impact does the strong dollar have on emerging markets according to the text?

What concerns are raised regarding China's potential actions in response to its economic problems?