BNY Mellon's Yu on Markets

The transcript discusses the impact of OPEC on inflation and consumer behavior, suggesting that high oil prices might not be detrimental if they keep core inflation in check. It also covers interest rates and central bank policies, indicating that major banks are not done with rate hikes. The conversation shifts to China's economic reopening, noting a slowdown but potential recovery. Emerging markets are highlighted as promising investment opportunities, especially in fixed income. Finally, the dollar's performance against global currencies is analyzed, with a focus on its valuation and potential strength against emerging market assets.

What is the speaker's perspective on the performance of emerging markets and their assets?

How does the speaker assess the future performance of the dollar against developed and emerging market currencies?