Emerging Asian Currencies Are in a 'Crossfire,' SEB Says

The video discusses the market's anticipation of a 25 basis point cut by the Fed, with potential risks of a larger cut. It explores the impact of these expectations on Asian central banks, many of which are preemptively cutting rates. The discussion extends to the volatility in FX markets, influenced by global central banks and the US-China trade war. The video also examines the potential for asset bubbles due to ultra-low rates, highlighting varying responses from different economies, particularly in Korea.

What are the potential consequences of ultra-low rates on asset bubbles in the region?

Discuss the current state of the bond market in Korea and its expectations for future movements.