Emerging-Market Crisis to Get Lot Worse Before Gets Better, Saxo Capital Says

The transcript discusses the current market stress and potential contagion, focusing on emerging markets like Mexico. It debates whether to focus on fundamentals or broader economic factors, such as the Fed's actions and trade wars. The US dominance theme is highlighted, with trade wars impacting global markets. Predictions for the US dollar and Fed actions are explored, considering rate and growth differentials, and capital flows to the US.

What are the expectations regarding the US dollar and the Fed's actions in December?

What are the potential impacts of contagion and liquidity effects on capital flows to the US?