We Have to Keep an Eye on Contagion in EM, Says Wells Fargo's Hartman

The video discusses the ongoing trade war and its impact on the stock market, highlighting the resilience of the US economy due to strong earnings and stimulus. It explores the concept of contagion in emerging markets, with a focus on the EM index and Asian markets. The role of the Federal Reserve in influencing global markets through interest rate hikes and balance sheet reductions is examined, emphasizing the challenges posed by a strong dollar and the lack of synchronization among central banks.

What factors are contributing to the current state of emerging markets?

What is meant by 'contagion' in the context of economic crises?

What role does the Federal Reserve play in the current economic situation?

How does the strong dollar impact emerging economies?

What are the implications of the gap in interest rates between the US and Europe?