Deep Dive: Odds of Rate Hike, Copper Prices, CDS Spreads

The video discusses the market's assessment of the probability of a Federal Reserve rate hike by the end of the year, noting a decrease in expectations. It explores the relationship between copper prices and China's economic growth, highlighting copper as a proxy for China's industrial activity. The video also examines credit default swaps as a measure of risk, noting a shift in risk perception from emerging to developed markets. Finally, it addresses political risks affecting market spreads, with a focus on Europe and the US post-Brexit.

What does the market assign to the odds of a Fed hike by the end of the year?

How did the market's perception of hike expectations change from yesterday to today?

What is the significance of copper prices in relation to China's economy?

What trends are observed in credit default swaps in emerging markets compared to developed markets?

How has political risk shifted from emerging markets to Europe and the US?