BofA's Sinha on Markets and Liquidity

The transcript discusses various market threats, focusing on liquidity issues during the holiday period and the impact of central bank policies on risk assets. It provides an outlook for 2022, highlighting the potential for a stronger dollar due to policy divergence and interest rate hikes. The discussion also covers China's policy impact on the RMB, the influence of populism in Latin America on investment strategies, and the economic outlook for Asian currencies. The analysis suggests a cautious approach to risk, considering political and economic uncertainties.

How does the Omicron variant affect risk sentiment according to the text?

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What factors could lead to a stronger US dollar in the near future?

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What is the expected impact of policy divergence between the US and China on the RMB?

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