We've Been Seeing Illiquid Markets, Says Allianz's Dwane

The video discusses the challenges equity markets face in September, focusing on the anticipated Fed rate rise and its impact on the dollar and emerging markets. It highlights concerns about market liquidity, especially in Turkey and Argentina, and contrasts the US economy's strength with emerging markets' struggles. The discussion also covers market sentiment shifts due to global issues like Brexit and trade wars, and the US-centric nature of corporate buybacks and M&A activities.

What are the expectations regarding the Fed rate rise mentioned in the text?

How does the speaker perceive the current state of emerging markets in relation to the dollar?

What concerns does the speaker express about market liquidity and positions?

What is the speaker's view on the current economic conditions in the US?

What factors does the speaker believe have influenced market sentiment since April?