Will Equity Euphoria Survive a Fed Rate Hike?

The video discusses recent trends in equity markets, highlighting the impact of low interest rates and QE on investor behavior. It examines shifts in market leadership following the US election, noting changes in investment focus from financials and industrials to utilities and consumer staples. The video also explores the influence of Federal Reserve meetings on the US dollar, with a focus on potential interest rate hikes and their effects on currency strength.

What does the Credit Suisse fear barometer indicate about the market?

• An increase in market risk appetite

• An increase in hedging activities

• A rise in bearish options bets

• A decrease in stock market investments

How did the market react immediately after Donald Trump's election?

• Utilities and consumer staples were sold off

• Investors shifted to technology stocks

• There was a sell-off in financials and industrials

• Investors bought financials and industrials

What was a concern for the technology sector after Trump's election?

• Potential backlash due to political opposition

• Increased regulation from the Trump administration

• A decrease in consumer demand

• A rise in production costs

What trend is observed in the US dollar around Federal Reserve meetings?

• A one percentage point weakening

• A sudden drop followed by recovery

• A consistent strengthening

• No significant change

What is the expected impact of upcoming interest rate hikes on the US dollar?

• Continued weakening

• A decrease in global trade

• Increased bullishness among strategists

• No impact