Shiller Says U.S.-China Trade Part of Narrative Upsetting Markets

The video discusses the impact of tariffs and trade on market perceptions, highlighting the role of narratives and animal spirits in shaping market movements. It explores current market narratives, including the Federal Reserve's stance, trade situations, and political polarization. The discussion also covers how government functionality issues, such as shutdowns and impeachment talks, contribute to market volatility.

What was identified as a more significant factor than interest rates in influencing market orders?

• Interest rates

• Consumer confidence

• Inflation

• Tariffs and trade

What concept did Keynes introduce that relates to market movements?

• Rational expectations

• Animal spirits

• Efficient market hypothesis

• Supply and demand

Which of the following is NOT mentioned as a narrative affecting the market?

• Technological advancements

• Trade situation

• Government shutdown

• Federal Reserve's stance

What overarching theme ties together the various market narratives discussed?

• Economic growth

• Government functionality

• Technological innovation

• Globalization

What can be more accurately forecasted according to the discussion?

• Volatility

• Interest rates

• Inflation

• Market direction