The Long-Term Risk of China's Debt

The video discusses the major risks to the risk rally, focusing on the Federal Reserve's past tightening and its impact on the economy, including currency depreciation and commodity price drops. It highlights China's economic challenges, such as currency defense and debt issues, which pose long-term risks. The discussion also covers the dollar's performance in the global economy, noting its unexpected weakness against G10 currencies despite initial expectations of strength in 2017.

What are the potential risks to the risk rally mentioned in the text?

How did the Federal Reserve's actions in December impact the market according to the speaker?

What concerns does the speaker express regarding China's currency and reserves?

In what way does the speaker believe the Federal Reserve has changed its approach compared to the past?

What is the speaker's perspective on the stronger dollar story as the year progresses?