Rochester: Yen Weakens on Either Trump or Clinton Victory

The video discusses the impact of safe havens like gold and yen on markets, especially during elections. It analyzes potential market movements based on election outcomes, comparing scenarios under Clinton and Trump victories. The discussion includes yen strength, market predictions, and the influence of federal and global market actions, highlighting the importance of the election as a key risk factor.

Which assets are considered safe havens in the context of global risk events?

• Oil and natural gas

• Gold, sovereign bonds, and the Japanese yen

• Emerging market stocks

• Cryptocurrencies and real estate

What market movement is expected with a Clinton victory according to the transcript?

• Strengthening of the Swiss franc

• Weakening of the Japanese yen

• Weakening of the US dollar

• Strengthening of the Japanese yen

How do markets typically behave during significant risk events like Brexit?

• They become more predictable

• They show no reaction

• They remain stable

• They become non-linear

What is the expected driver of dollar strength for the next year?

• Bank of Japan's currency weakening

• ECB's quantitative easing

• US trade policies

• Federal Reserve rate hike

What should investors consider before making equity investment decisions during the election period?

• Waiting for the election outcome

• Avoiding all investments

• Immediate investment without waiting

• Investing heavily in emerging markets