Trump Adds Fuel to Fire of Commodities Market

The video discusses the commodity market trends, highlighting the influence of production cuts and China's economic activities on commodity consumption. It explores global economic spending, particularly in the US and Japan, and its impact on commodity prices. The discussion shifts to inflation trends, market expectations, and the potential for an inflation headfake, considering the bond market dynamics and future policy initiatives.

What was one of the main reasons for the rally in base metals before the election?

• Increased production in the US

• Rise in oil prices

• China's stabilization and infrastructure spending

• Decrease in global demand

How has the potential US infrastructure spending affected commodity prices?

• It has stabilized prices

• It has had no effect on prices

• It has increased prices due to anticipated demand

• It has decreased prices due to oversupply

Which other country, besides the US and China, is mentioned as increasing its spending?

• India

• Germany

• Brazil

• Japan

What is a potential consequence of favorable base effects on inflation?

• Decreased commodity prices

• Deflationary pressures

• Stable inflation rates

• An inflation head fake

What investment strategy is suggested in light of potential inflation and base effects?

• Invest in real estate

• Invest in short-term bonds

• Avoid commodities

• Go long on 10-year TIPS