Coulton: Reflation Story Coming Back in the U.S.

The transcript discusses the potential impact of Chinese market volatility and policy changes, the effect of US bond yields on the global economy, and the divergence in global monetary policy. It also explores the potential consequences of US-China relations under Trump's administration, highlighting the complexities of global trade and economic interactions.

What is the primary concern regarding China's economic policy changes?

• Decline in agricultural output

• Rising unemployment rates

• Rapid growth in the technology sector

• Increasing house prices and robust mortgage lending

What was the market's reaction to US yield changes in 2016?

• Anticipation of a housing market crash

• Expectation of a technology boom

• Confidence in continuous economic growth

• A belief in secular stagnation

What is the expected impact of the OPEC deal on oil prices?

• A decrease in oil prices

• No impact on oil prices

• Stabilization of oil prices

• An increase in oil prices

How is the US economy expected to respond to global monetary policy divergences?

• It will face a severe recession

• It will experience moderate growth

• It will remain unaffected

• It will see a significant economic boom

What is a potential consequence of an aggressive US stance towards China?

• A negative reaction from China

• A positive impact on global supply chains

• Strengthening of US-China trade relations

• Increased US exports to China