Asian Markets Recover Their Footing in 4Q, Says Goldman Sachs' Moe

The video discusses the potential for market recovery in the fourth quarter despite recent volatility. It highlights the stabilization of global growth, with leading indicators suggesting improvement. China's policy easing is expected to impact global markets and the dollar. The video also explores the potential rebound in emerging markets, particularly in Asia, and the strong seasonality trends in the fourth quarter, with historical data supporting positive market performance.

What was the unexpected market movement in the first week of October?

• The MX APJ index fell by 5%

• The MX APJ index rose by 5%

• The MX APJ index remained stable

• The MX APJ index rose by 10%

What is the significance of the leading global activity indicator mentioned in the video?

• It only measures growth in the United States

• It tracks the current level of growth accurately

• It has been tracking lower than the actual growth but recently popped above it

• It predicts the exact growth rate for the next year

How might China's policy easing affect the global markets?

• It may stabilize the data in China and impact the dollar

• It will only affect European markets

• It could lead to a stronger dollar

• It will have no effect on global markets

What is the historical trend for market gains in the fourth quarter?

• Gains occur 50% of the time with a median return of 2%

• Gains occur 73% of the time with a median return of 4%

• Gains occur 90% of the time with a median return of 5%

• Gains occur 60% of the time with a median return of 3%

What conditions are suggested to be helpful for a rebound in emerging markets?

• A rise in the dollar and oversold markets

• A decrease in US growth and oversold markets

• A rise in US interest rates and oversold markets

• A stabilization in global growth and oversold markets