MLIV QOD: When Does China Go from Headwind To Tailwind?

The video discusses the unexpected market dynamics over the past six months, highlighting the stronger-than-expected performance of the US economy and the lagging growth in China. Despite initial predictions, equity markets have risen, and volatility has reached a five-year low, though this has not yet led to increased equity capital market issuance. The year has started in a counter-consensual manner, defying earlier expectations.

What was the initial view on commodities regarding China's economic recovery?

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How has the performance of the US economy compared to expectations?

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What has been the trend in equity markets and volatility this year?

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What has not yet translated into equity capital markets issuance?

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Describe the start of the year in terms of market consensus.

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