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.

What are the expectations regarding the Fed's rate increase in December?

How have emerging markets reacted in the context of the recent political events?

What factors could influence the performance of Latin American economies post-election?

Discuss the potential implications of the Fed Board of Governors' vacant seats.

What impact might the Italian referendum have on the EU and market volatility?