What the Fed Rate Hike Means for Emerging Markets

The transcript discusses the market's reaction to the Federal Reserve's decision to hike rates and increase the dot plot, indicating potential rate hikes in 2017. It highlights the optimism in the market following Donald Trump's election win and the uncertainty surrounding his policies. The discussion also covers the impact of the strong dollar on the yen and Japan's economic outlook, as well as the pressures on emerging market currencies. The transcript concludes with speculation on future market directions and the influence of US policies on global markets.

What clarity are investors looking for moving into 2017?

What is the anticipated impact of the weak yen on Japan's economy?

Which emerging markets are expected to suffer due to dollar strength?