Market Thinks Populists Won’t Change Eco Backdrop: Kelly

The video discusses market reactions to major political events like Brexit and Trump's election, highlighting the rapid recovery of markets. It examines the European Central Bank's interventionist role in stabilizing the financial system and the impact of political risk on market volatility. The challenges faced by Italian banks and the potential actions by the ECB are explored. The video concludes with a debate on the effectiveness of low interest rates and economic stimulus measures.

What were the market reactions following the Brexit vote?

How did the ECB's interventionist policies change over the years?

What factors contribute to the current low interest rates globally?

What are the potential risks associated with the current political climate in Europe?

In what ways could fiscal stimulus impact the US equity markets in the short run?