Risk Assets Will See Greater Volatility: Cavenagh

The video discusses the importance of timing in market trends, particularly in relation to the dollar's strength and volatility in risk assets. It explores the potential impact of a dovish taper from the Fed on the dollar and the implications for emerging markets, drawing comparisons to the 2013 market scenario. The discussion also covers central bank divergences, focusing on the RBNZ and RBA's differing approaches to interest rates and bond buying, and their effects on currencies like the Aussie and Kiwi.

In what ways are current account balances and FX reserves different now compared to 2013?

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What implications does the divergence in central bank policies have on currency values?

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