Uncertainty on the path of the Iran conflict remains. The second and third order effects for the global economy have yet to be seen, but FX markets are taking an optimistic view on the outcome of the conflict. In this episode, we look at how emerging markets have been responding over the past two months, and what we are paying attention to for opportunities across Latin America, Asia, and EMEA.

Participants:

• Abbas Keshvani (Desk Strategy), Asia Macro Strategist
• Daria Parkhomenko (Desk Strategy), FX Strategist
• Luis Estrada (Desk Strategy), LATAM FX Strategist

* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts