VTB's Mackinnon Sees 'Little More Left in the Tank' for U.S. Stocks

The video discusses current market trends, focusing on the US and emerging markets. It highlights the influence of the Federal Reserve's policies and the US dollar on market dynamics. The potential of emerging markets with positive macro fundamentals is explored, alongside global investment strategies amid economic uncertainties. Concerns about corporate credit and potential financial risks are also addressed.

What risks are associated with the current state of the US dollar and treasury yields?

How do macro fundamentals affect investment decisions in emerging markets?