Morning Meeting: Will the EM Rally Continue?

The video discusses the performance of emerging market stocks, highlighting their longest winning streak in two years due to speculation that the Fed will maintain low rates. Luis Costa Cities provides insights into the potential continuation of this rally, emphasizing the slow pace of Fed hikes. The discussion also covers the impact on EM assets, FX strategy, and market volatility. A specific focus is given to Brazil, analyzing its economic challenges and investment opportunities amidst political changes.

What factors are influencing the current rally in emerging market stocks?

How does the Fed's policy normalization impact emerging market assets?

What is the significance of the Brazilian real's performance in the FX market?

What challenges does Brazil face in achieving economic recovery?

Discuss the implications of double-digit interest rates in Brazil's economy.