U.S. Dollar Will Remain Strong for Coming Year, Says Barclays's Pepper

The video discusses the impact of global bond yields on major currencies, particularly focusing on the US dollar's strength and its effect on emerging markets. It highlights the pressure from rising US yields on emerging market currencies and high beta G10 currencies. The discussion also covers political risks in countries like India and Indonesia, and the ongoing US-China trade war. The need for greater investor compensation to reflect these risks is emphasized, with an expectation of further currency weakness in vulnerable markets.

What factors are expected to contribute to the strength of the dollar over the coming year?

How do higher yields in the US impact emerging market currencies?

What is the expected trend for short-term US Treasury yields by the end of 2019?

What political risks are mentioned that could affect currencies in India and Indonesia?

What compensation do investors need to reflect the political risks in emerging markets?