What’s Behind China's Surprise Gain in Forex Reserves?

The video discusses the improvement in economic reserves due to fiscal and monetary easing, and the impact of capital controls on outflows. It highlights the growing interest in emerging markets, driven by institutional investors seeking exposure. The discussion also covers the role of the Fed's policies in influencing global economic dynamics, particularly in relation to currency manipulation and commodity prices. The potential for interest rate rises and their implications for market trends are also considered.

What are the implications of institutional investors wanting exposure to emerging markets?

Discuss the potential risks associated with rising oil prices and interest rates.