How Emerging Markets Are Reacting to Trump's Victory

The transcript discusses the potential impact of the Fed's December meeting and expected rate hike on market volatility. It highlights the role of emerging markets, particularly China and the Mexican peso, in influencing volatility. The discussion also covers the impact of US policies on global markets, with a focus on inflation and the Fed's response. Political surprises in 2016, such as Brexit and the Colombian referendum, are examined for their market effects. The transcript concludes with a look at upcoming events, including the Italian referendum and Brexit appeal, and their potential influence on market positioning.

Which currency is closely tied to U.S. political events, particularly those involving Donald Trump?

• Indian Rupee

• Brazilian Real

• Mexican Peso

• Chinese Yuan

Which Latin American country is expected to benefit from U.S. fiscal stimulus due to its iron ore exports?

• Chile

• Argentina

• Brazil

• Peru

What is the expected probability of a Federal Reserve rate hike in December?

• 80%

• 60%

• 50%

• 100%

What major political event in 2016 is considered underpriced in the U.S. markets?

• Italian Referendum

• U.S. Elections

• Brexit

• Colombian Referendum

When is the UK Supreme Court appeal of the Brexit decision scheduled?

• December 1st to 3rd

• December 5th to 8th

• December 10th to 12th

• December 15th to 18th