Dollar weakness and cautiously bullish emerging markets

In this episode, Brian Daingerfield and Eimear Daley discuss the current state of the dollar, emerging markets, and the implications of recent US trade policies. They analyse the impact of the recent tax bill in the US and the political landscape in Poland following its recent elections.Remember to hit subscribe so you can listen to the latest episodes in this series as soon as they're available and get our views on the big themes and events moving markets and shaping the economy.This episode was recorded on 22 May 2025.For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html