Yuan May Strengthen Against Dollar, UBS's Issel Says

The video discusses the volatility in emerging market (EM) currencies compared to G7 peers, highlighting the highest volatility since 2011. It explores factors influencing the EM space, such as trade and US interest rates, and analyzes the impact of trade tariffs on earnings. The discussion also covers the relationship between stock movements and fundamentals, emphasizing the role of external factors. Finally, the video analyzes trends in the dollar and emerging market currencies, considering central bank actions and their effects on currency strength.

What signals indicate that China may not retaliate massively in trade negotiations?

How do the fundamentals affect stock movements in the current market?

What is the outlook for the dollar in relation to emerging market currencies?