Upgrading Emerging Market Bonds to Overweight: Kalish

The video discusses the current and future valuation of the US dollar, highlighting its overvaluation and potential decline over the next two to three years. It examines market positioning, recent economic data, and the Federal Reserve's approach to rate hikes. The video also references historical trends from 2006-2007 to provide context for the Fed's potential actions.

What is the speaker's expectation regarding the Federal Reserve's rate hikes?

What historical example does the speaker refer to regarding the Fed's rate decisions?