Southeast Asia a 'Bright Spot' in Emerging Markets: Julius Baer

The video discusses the potential for an equity rally and the outlook for the US dollar, suggesting that the dollar may weaken over the next 12 months as inflation slows. It highlights the limited influence of foreign investors in Asian markets and the impact of a strong US dollar on these economies. The discussion also touches on treasuries and market preferences, with a focus on the capped yield of the 10-year Treasury. Finally, it explores opportunities in emerging markets, particularly in Southeast Asia, as China becomes less attractive to global investors.

What are the implications of the Fed's terminal rate assumption on the dollar?

What changes in investor behavior are observed in Asian markets compared to 30 years ago?