Bloomberg Surveillance
Surveillance: Lieber on the Israel-Hamas War
Oct 18, 2023
Jon Lieber from Eurasia Group discusses the potential US involvement in the Israel-Hamas war. Gerard Cassidy reacts to Morgan Stanley's earnings. Binky Chadha highlights the equity market's resilience. Diana Amoa expresses concern about sovereign debt issues in the treasury market.
34:38
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Quick takeaways
- Geopolitical tensions and the strength of the US dollar are negatively impacting emerging market currencies.
- Emerging markets have shown resilience during the COVID-19 pandemic and are less likely to experience widespread crises in the next one to two years.
Deep dives
Dollar Strength and Geopolitical Tensions Impact Emerging Market Currencies
The strength of the US dollar and ongoing geopolitical tensions are negatively impacting emerging market currencies. The recent upside surprises from the US economy have boosted the dollar, while geopolitical uncertainty has led investors to seek safe havens, including the dollar. As a result, emerging market currencies have lost some of their value compared to earlier this year.
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