Thornburg's Kirby on Global Markets

The video discusses the Super Core CPI and its implications on inflation and the Fed's terminal rate. It highlights the differences between emerging and developed markets, emphasizing China's role in emerging market growth. Investment strategies are explored, with a focus on Yum China as a portfolio pick. The video concludes with the impact of dollar trends and the importance of diversification for US investors.

Discuss the implications of the dollar's volatility on multinational investments as highlighted in the text.

What investment opportunities are suggested in the text, particularly regarding Yum China?