Risk of a Return to Volatility in 2017

The video discusses the potential for market volatility and corrections in 2017, driven by factors such as China's slowdown, Brexit, and geopolitical tensions. It highlights a shift from monetary to fiscal policy as central banks stabilize interest rates. Investor sentiment is moving from bonds to stocks, with a stronger dollar posing risks to exports and emerging markets. The impact of trade policies on US equities and global trade is also examined, with a focus on the tech sector's vulnerability to international sales disruptions.

What are some factors that could lead to market corrections in 2017?

• China's economic slowdown and Brexit negotiations

• Stable interest rates in the US

• Decreased geopolitical tensions

• Increased corporate buybacks

Which policy is expected to take the lead in driving the economy in 2017?

• Fiscal policy

• Environmental policy

• Monetary policy

• Trade policy

What is the expected trend for interest rates in the US in 2017?

• They will fluctuate unpredictably

• They will increase

• They will remain stable

• They will decrease

How does a stronger dollar pose risks to the global economy?

• It raises risks for US trade policy and emerging markets

• It decreases global economic growth

• It stabilizes emerging markets

• It boosts US exports

What could be a potential risk for the US tech sector in a less globalized world?

• Increased domestic sales

• Dependence on international sales, especially from China

• More government subsidies

• Higher international sales