CIBC's Stretch: No Wide-Spread Sell Off Coming to EM

The video discusses the impact of US protectionist policies on emerging markets, highlighting increased volatility and potential effects on global growth. It analyzes market performance post-election, noting that stocks have outperformed currencies. The discussion also covers manufacturing trends and their positive impact on commodities. Finally, it examines the implications of US-China and Latin America relations, particularly focusing on potential trade wars and currency manipulation.

In what ways have leading indicators in emerging markets changed since the election?

What role do manufacturing indices play in the economic outlook for developed markets?