Is the Global Rally Over?

The video discusses market volatility, equity strategies, and the impact of global economic conditions. It highlights the recent market rally driven by factors like U.S. financial conditions and China stimulus. Concerns about Brexit, European elections, and China's economic stability are addressed. The video also examines currency movements, particularly the dollar, and their implications for risk appetite. Finally, it explores China's economic outlook, emphasizing the need for deleveraging and the potential for structural deceleration.

What factors contributed to the recent rally in equity markets?

How do the current U.S. financial conditions impact the economy according to the text?

What implications could a strengthening dollar have on global equities?

What is the outlook for the dollar and risk appetite in the coming weeks?

What is the primary concern regarding the Chinese economy as mentioned in the text?