Macquarie's Idris Weighs in on Fed Chair Candidates

The video discusses the potential impact of Jerome Powell and John Taylor as candidates for the Federal Reserve leadership. It compares their monetary policy approaches, with Powell seen as a continuation of Yellen's policies and Taylor as more hawkish. The analysis extends to US Treasury yields, market reactions, and the implications for the yield curve and currency markets. The discussion also covers emerging market trends and trading strategies, emphasizing the complexity of market dynamics amid political and economic uncertainties.

Discuss the implications of the recent technical patterns in Treasurys as mentioned by BMO Capital Markets.

What are the potential impacts of US rate changes on emerging market currencies according to the discussion?