China could spoil the Fed Pivot party | The Big Conversation

On this week’s Big Conversation, Real Vision’s Jamie McDonald looks at the recent jump in commodity prices and discuss what it means for the Fed if the rumors coming from China are true. There are various forces at work here, but with some expecting a Fed Pivot soon, a reengaged China might well reverse the pullback in commodity prices we’ve seen over the past several months, and keep rates higher for longer.