We're in a Cyclical Bull Market: Davis Rea's Johnston

The video discusses the sustainability of the Trump rally and its impact on various market sectors. It covers potential fiscal stimulus and infrastructure plans, sector rotation, and investment opportunities in energy and healthcare. The discussion also includes the Federal Reserve's role in shaping financial markets and the implications of interest rate changes.

What was one of the main concerns before the election regarding political outcomes?

• A Clinton victory and a Democratic Congress

• A Trump victory and a Republican Congress

• A Trump victory and a Democratic Congress

• A Clinton victory and a Republican Congress

What is the expected impact of Trump's infrastructure plan according to the transcript?

• A massive economic stimulus

• Minimal stimulus due to tax breaks for private sector

• Immediate job creation

• No impact on the economy

Which sector is seen as having long-term potential despite current uncertainties?

• Automotive

• Real Estate

• Healthcare

• Technology

How does the Federal Reserve's initial rate hikes typically affect the market?

• They cause a major market crash

• They result in a prolonged recession

• They have little impact initially

• They lead to immediate economic growth

What is the expected trend for base metals and energy in the coming year?

• A significant decline

• A stable market with no growth

• A decent run with potential growth

• Complete market saturation

What is the potential impact of Trump's appointments on financial regulation?

• A softer regulatory approach

• Complete deregulation

• No change in regulation

• Increased regulation

Which sector is considered cheaper in the US compared to Canada?

• Energy

• Financials

• Technology

• Healthcare