When Central Bankers Take Center Stage
Real Vision: Finance & Investing
00:00
Emerging Markets - What's the Signal?
A lot of the EM economy, so it's better than you would expect just given the strength and the dollar and the Fed's policy tightening regime. Part of the reason I myself personally have been largely ignoring emerging markets because history shows when the Fed is in a tightening cycle and the global growth cycles is pointing downward. You know, EM tends to just be a higher beta way to lose money. So I think that's still the story with EM largely until we get to a, you know, until the market is ready to truly price in an inflection in the dollar liquidity cycle.
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