AMP Capital's Discusses the Economy and Markets

The video discusses the market's reaction to strong job numbers and the potential for the Federal Reserve to accelerate tapering. It highlights concerns about peak growth and the impact of tapering on the share market, drawing parallels to the 2013 taper tantrum. The discussion also covers the US economy's resilience amid the Delta variant and the potential rise in bond yields. Additionally, it examines China's economic recovery, challenges from the Delta variant, and regulatory issues.

What was one of the main concerns about the US economy that was alleviated by the strong job numbers?

• Trade deficits

• Interest rates

• Inflation rates

• Peak growth

What is the historical perspective on market reactions to tapering?

• Tapering has no impact on markets

• Concerns are usually higher before tapering starts

• Tapering leads to immediate economic growth

• Markets always decline during tapering

What is the expected trend for bond yields by the end of the year?

• They will remain stable

• They will decrease significantly

• They will rise

• They will fluctuate unpredictably

How has China responded to the Delta variant in terms of economic measures?

• By increasing exports

• By implementing aggressive restrictions and lockdowns

• By reducing interest rates

• By boosting domestic demand

What is the potential impact of the Delta variant on China's GDP growth for the September quarter?

• Significant growth

• Moderate decline

• Close to flat growth

• Rapid recovery