Normand de JPM: Dólar es parte de 'cóctel negativo' para los ME

The video discusses the correlation between the Dollar Yen and emerging markets, highlighting systemic and idiosyncratic issues affecting these markets. It examines the Federal Reserve's awareness of global economic challenges, such as IMF bailouts and currency fluctuations, and considers the potential impact of emerging market stress on US markets and economic data. The discussion suggests that while the Fed is aware of these issues, they are not currently reflected in US economic data.

What does the speaker suggest about the Fed's awareness of international economic issues?

In what ways could EM stress manifest without a change in Fed policy?