JPMorgan's Craig Sees Opportunities in Emerging Markets

The video discusses market concerns related to the dollar's strength and its impact on emerging markets (EM). It highlights opportunities in EM, particularly in commodity-driven economies like Russia and Brazil. The discussion shifts to US Treasury yields and their influence on market sentiment, with a focus on inflation trends and bond yields. Political risks, especially in the eurozone, are considered alongside economic improvements. The potential impact of Fed rate decisions on global markets is also analyzed, emphasizing the importance of nominal growth for earnings.

How do political risks in Europe affect the economic outlook in the eurozone?

What potential triggers could lead to a global equities route according to the discussion?

What are the expectations regarding the Federal Reserve's actions and their implications for the market?