U.S. Equities Show Faith in Trump

The video discusses the US equity market outlook, highlighting trends in small and mid-cap stocks, the impact of trade wars on the industrial sector, and the role of stock buybacks in supporting the market. It examines the potential for market corrections and recession risks, the performance of emerging markets, and asset flows. The video concludes with a positive outlook for US growth, emphasizing undervalued sectors like tech and healthcare.

Which segments of the U.S. stock market are currently outperforming?

• Large caps

• Small and mid caps

• International stocks

• Emerging markets

Which sector in the U.S. is most at risk from trade wars?

• Financial

• Healthcare

• Industrial

• Technology

What is the expected annualized rate of buybacks in the U.S. equity market?

• $756 billion

• $1 trillion

• $217 billion

• $500 billion

What is a potential trigger for a bear market in U.S. equities?

• Rising oil prices

• Increased consumer spending

• Protectionist policies

• High inflation

What has been the trend in asset flows into U.S. ETFs?

• Stable flow across all segments

• Increased flow into large caps

• Increased flow into small and mid caps

• Decreased flow into all ETFs

Which currency's strength is attracting capital to the U.S. market?

• Euro

• Yen

• Pound

• Dollar

Which sectors in the U.S. are considered undervalued relative to global peers?

• Energy and Utilities

• Technology and Healthcare

• Real Estate and Construction

• Consumer Goods and Services