JPM's Fitzsimmons on Markets

The video discusses the November rate expectations, focusing on potential rate hikes and market reactions. It analyzes the RBNZ's decision-making process amid inflation targets and supply shortages, and the impact on the Kiwi and Aussie dollar dynamics. The potential actions of the RBA regarding QE tapering in light of Australian lockdowns are also explored. Finally, the video examines the strength of the dollar and market trends, considering the Fed's tapering plans.

What is the market's expectation for the November rate hikes?

• Three rate hikes expected

• No rate hikes expected

• One rate hike expected

• Two rate hikes expected

What has been a significant concern for the RBNZ in recent months?

• Inflation rates

• Housing market conditions

• Unemployment rates

• Export levels

How has the Kiwi currency been positioned recently?

• Strong against the dollar

• Weak against the dollar

• Stable against the dollar

• Volatile against the dollar

What might cause the RBA to reconsider its QE tapering pace?

• Rising inflation

• Increased exports

• Extended lockdowns

• Improved employment rates

What is the outlook for the US dollar in the near term?

• Uncertain

• Neutral

• Bullish

• Bearish