Stoltzfus: We Need to Reflate, Have Long Way to Go

The video discusses potential regime changes in equities and commodities, drawing parallels to 2013 when the Fed considered tapering its bond-buying program. It explores the concept of reflation, investment strategies, and the impact of global economic factors like algorithms and robotics. The analysis includes copper prices and the Chilean peso, highlighting bifurcation in market trends. The discussion extends to interest rates, fiscal policy, and their effects on emerging markets and commodity prices. Finally, it examines corporate behavior and growth prospects in 2017, focusing on shareholder engagement.

What economic event in 2013 is compared to the current situation in the first section?

• Bernanke's tapering announcement

• The Brexit vote

• The financial crisis of 2008

• The dot-com bubble burst

What is the primary concern of central banks according to the second section?

• Rising oil prices

• Technological advancements and global competition

• Decreasing consumer spending

• Political instability

How is the relationship between copper prices and the Chilean peso described?

• Directly proportional

• Inversely proportional

• Fluctuating randomly

• Unrelated

What is the expected impact of rising US interest rates on emerging market currencies?

• Causing them to fluctuate

• Strengthening them

• Weakening them

• No impact

What corporate behavior is anticipated in 2017 according to the final section?

• Focusing on debt reduction

• Investing heavily in new technologies

• Increasing cash deployment to shareholders

• Reducing shareholder payouts