See Further Weakness for Asian EM Currencies, Says BofAML's Vamvakidis

The video discusses the comparison between Asian and non-Asian emerging market (EM) currencies, highlighting the volatility and challenges faced by Asian EM currencies due to trade policy uncertainties, particularly between the US and China. The potential escalation into a full-blown trade war could further impact these markets. Short-term risks include the strength of the US dollar, driven by high inflation and Fed rate hikes. The video also covers the implications of US inflation on monetary policy and provides an outlook on the US economy, predicting a slowdown in growth as the effects of fiscal stimulus peak.

What are the key factors affecting Asian EM currencies according to the text?

How might the trade war between the US and China impact emerging markets?

Discuss the implications of the dollar strength on emerging market currencies.

What is the expected trend for US inflation and its potential impact on monetary policy?

What are the expectations for US economic growth in the coming year?