What's Driving the Rally in Commodities?

The video discusses the rally in commodities and the economic expectations tied to a Trump presidency. It highlights the surge in industrial metals like copper due to manufacturing growth in China and other regions. The video also examines the US dollar's strength and the anticipated Federal Reserve interest rate hike. It concludes with an analysis of the yield curve's impact on growth and the potential effects of economic policies like tax cuts and government spending.

What are the potential implications of a December rate hike by the Federal Reserve?

Discuss the relationship between fixed investment in the United States and the yield curve as mentioned in the text.