Russians Are Losing Confidence in the Ruble: Sinche

The video discusses the shift from real rate analysis to capital flow analysis in Russia, highlighting the loss of confidence in the ruble and the outflow of capital. It examines the use of Russian reserves to stabilize the economy and support the corporate sector. The impact of these issues on the US and other emerging markets is analyzed, with a focus on the role of the FOMC and the labor market. The video also explores central bank interventions and their effects on market dynamics.

What lessons can be learned from China's use of reserves to stabilize its banking system?

What role does the labor market play in the decisions made by the Federal Reserve regarding emerging markets?

How do external factors like oil prices and political risks influence emerging market currencies?