Episode Details
| Title | What’s In Store For The Dollar |
|---|---|
| Date | 11/10/2020 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $EM - Optimistic outlook for emerging market assets due to expected benefits from vaccine development and economic recovery.
- “Many emerging market countries have struggled with pre vaccine virus control, so they will benefit disproportionately from vaccine development. That's one of the reasons why we're relatively encouraged on the outlook for EM assets.” - Zach (5:05)
- 🟢 $CNY - 🔒
- 🟢 $RMB - 🔒
Bearish:
- 🔻 $USD - 🔒