A Deep Dive Into Markets: Fed, Trump, and Growth

The video discusses the market outlook for 2017-2018, highlighting the expected returns for the S&P 500 and the impact of dollar strength on revenue and earnings growth. It contrasts global and domestic investment perspectives, noting the influence of the US dollar and Federal Reserve rate hikes. The resilience of the equity market despite changes in bond yields is analyzed, along with the potential for smooth sector transitions. The role of central banks and fiscal policies in shaping economic growth and market dynamics is also explored.

What is the expected long-term return forecast for the S&P 500?

• 9-10%

• 7-8%

• 5-6%

• 3-4%

How much is the US dollar expected to appreciate over the next 18 months?

• 5-7%

• 10-12%

• 7-10%

• 3-5%

What is the Federal Reserve expected to do over the next 12 months?

• Raise rates by five times

• Keep rates unchanged

• Raise rates by three times

• Lower rates by three times

What has been the trend in the yield advantage between stocks and bonds?

• Stocks have a decreasing yield advantage

• Bonds have a decreasing yield advantage

• Bonds have an increasing yield advantage

• Stocks have an increasing yield advantage

What is the potential impact of a smooth transition in market leadership?

• It could cause a recession

• It could lead to a market crash

• It could be non-disruptive

• It could be disruptive

What has been the role of central bank interventions in recent years?

• They have decreased market volatility

• They have increased market volatility

• They have been at the forefront of major markets

• They have had no impact on markets

What is the expected impact of fiscal policies on economic growth?

• They will lead to 4% GDP growth

• They will have no impact on GDP growth

• They will slightly increase economic vitality

• They will decrease economic vitality