Hildebrand: Cyclical Recovery in Place in Major Regions

The video discusses the expected market volatility due to policy uncertainty and economic recovery from extreme interest rates. It highlights the shift from bonds to equities, driven by expectations of US economic reflation. Liquidity concerns are addressed, noting that market behavior has been stable despite rapid changes. The impact of volatility on banking and investment decisions is explored, with a focus on contingency planning. China's economic stability and potential risks are analyzed, along with the role of commodities in the growth outlook.

In what ways might China's economic situation affect the global economy in 2017?

What role do commodities play in the context of economic recovery?