On International Market Watch today Dodge O Dorland,  Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York, discusses:

- uncertainty reflected in markets

- Federal Reserve "guidance" creating more confusion

- Agreement on debt ceiling and budget negotiations not a cause for concern

- impact on US economic growth depending on time taken to come to agreement

- rout on EM currencies done for now

- volatile periods will come when Fed makes announcements

- current investor sentiments

- expectations for the rest of September

- his call on when tapering could start

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Tags:  us,  tapering,  forward guidance,  emerging markets,  currency