Weinberg: Commodities Put EM in 'Delicate State'

The video discusses the challenges faced by emerging markets due to weak commodity prices and global monetary tightening. It highlights Mexico's economic adjustments and the impact of Chinese currency policies on trade. The discussion also covers the potential rise in global interest rates and their effects on economies, particularly emerging markets. Finally, it examines the future of commodity demand, with a focus on China's evolving economic role.

Discuss the potential impact of China's currency policy on its economy.

What changes in commodity demand are expected in the next few years?