Cochinos: Markets See 2017 as Radically Different

The video discusses the strength of the dollar and market trends in 2017, focusing on curve steepening and rates differential. It explores the impact of reflation trade and economic expectations, highlighting global uncertainty and capital flow trends. The influence of the Trump administration on global financial systems is also examined, with a focus on potential changes in growth and inflation dynamics.

What is the expected trend for the US dollar in the first quarter of 2017?

• Weaker dollar due to ECB and BOJ policies

• Stable dollar with no significant changes

• Stronger dollar due to front-end rates differentials

• Weaker dollar due to global uncertainty

What is one of the main drivers of the curve steepening in the US Treasury market?

• Bear steepening with front-end rates rising

• Stable curve with no steepening

• Bear flattening with front-end rates falling

• Bull steepening with long-end rates falling

Which region is identified as having the highest uncertainty in 2017?

• Asia

• Africa

• Europe

• United States

How is the Bank of Japan's yield curve control expected to impact currency dynamics?

• It will stabilize the yen against the dollar

• It will have no impact on currency dynamics

• It will open up differentials trade

• It will lead to a weaker yen

What is the anticipated effect of the Trump administration's policies on the global financial system?

• Short-term changes with long-term stability

• No significant impact

• Increased disinflation worldwide

• Radical changes in 2017