U.S. Election Concerns for Emerging Markets

The transcript discusses the potential impacts of a Trump or Clinton victory on emerging markets, focusing on countries like Mexico, Brazil, and Korea. It highlights concerns about globalization and trade policies under both candidates. The conversation also covers market positioning and reactions, with a focus on the Fed's potential actions regarding inflation and interest rates post-election.

What are the potential risks for Brazil in the context of a Trump victory?

How does the speaker perceive the implications of Hillary Clinton's victory for emerging markets?

What is the general sentiment about market positioning ahead of the election?

What concerns are raised regarding the Fed's approach to inflation post-election?

What factors might influence the Fed's decision on rate hikes after the election?