RBC's Schaffrik Sees More Downside for Yuan Over Medium Term

The video discusses the potential continuation of the UN rally, highlighting economic performance and internal and international problems that suggest more downside risks. It examines the impact on currencies, particularly against the dollar and a broad basket. The discussion shifts to equity and fixed income markets, with insights from Jeff Gundlach on bond market risks and Fed policy expectations. The speaker suggests caution with bond market positions, noting the possibility of further rate hikes in 2019.

What are the potential risks mentioned regarding the continuation of the rally?

How does the speaker view the economic performance and its impact on the market?

What factors does the speaker consider when discussing the equity and fixed income markets?

What does the speaker imply about the market's pricing of Fed policy?

What is the speaker's opinion on the bond market and the potential for rate hikes in 2019?