Sean Taylor y David Lafferty hablan de los mercados emergentes y de las materias primas

The video discusses the interplay of treasury, dollar, and crude markets, highlighting positive trends for the next six months. It examines regional market performances, particularly in Asia, Russia, and Brazil, and explores the growth in earnings and valuations in emerging markets. The impact of Fed policies on these markets is analyzed, noting a shift away from strong dollar concerns. Finally, the video addresses the declining correlation between commodity prices and emerging markets, with a focus on technology and consumer strength.

What is the significance of the oil price in the current economic context discussed?

In what ways has the relationship between emerging markets and commodity prices changed over time?