Morning Meeting: Intriguing Move in FX Market

The video discusses recent movements in the FX markets, focusing on Sterling's rise post-US election and its political and economic drivers. It explores the potential of Sterling and the US dollar, considering US economic policies and their global impact. The video also examines the unwind of carry trades and its effects on emerging markets.

What implications do higher US bond yields have on the dollar and emerging markets?

How does the current economic environment differ from that of late 2014 regarding real yields?

What are the expected trends for real yields in the United States in the coming quarters?