BlackRock Has Become More Constructive on Emerging Markets, Rieder Says

The video discusses the potential weakness of the US dollar and its implications for emerging markets, influenced by Fed policies and global economic conditions. It highlights the Fed's role in shaping interest rates and liquidity, drawing parallels to past economic scenarios. The discussion also covers the 10-year yield, its historical movements, and its significance in portfolio management, emphasizing the changing dynamics in bond markets.

What are the expectations for the 10-year yield in the current economic climate?

In what ways has the relationship between Treasurys and risk assets changed recently?