Traders Wait for Bonds to Hit Bottom

The video discusses the decline in emerging market assets post-Trump victory, highlighting the impact of China's economic slowdown and currency weakness. It examines central bank reactions, particularly in Japan and Europe, and the effects of rising US interest rates on global markets. The potential impact of the upcoming OPEC meeting on oil prices is also analyzed, with a focus on China's role in the global oil market.

What are the two main drivers behind the decline in emerging market assets?

• Brexit and rising oil prices

• Trump's victory and a slowdown in China

• US interest rate hikes and European debt crisis

• Trade wars and global warming

How have central banks reacted to the weakening of global currencies?

• They are concerned about inflation

• They are considering currency interventions

• They are secretly pleased

• They are planning to increase interest rates

Which countries are particularly affected by the increase in US interest rates?

• Germany and France

• Mexico and Brazil

• Japan and South Korea

• Australia and New Zealand

What could be the impact of a positive surprise from the OPEC meeting?

• Oil prices could drop to $30

• Oil prices could become unpredictable

• Oil prices could rise to $55 or $60

• Oil prices could stabilize at $45

What role has China played in the global oil market recently?

• A price regulator

• A major seller

• A passive observer

• A marginal buyer