Equity Markets Should Move Higher Over Next 6 Months, Says Tribeca Investment’s Liu

The video discusses the outlook for the equity market, highlighting the influence of lower interest rates and global growth. It addresses high market valuations and the importance of earnings seasons, noting potential pullbacks and trade conflicts. The US and Australian earnings seasons are compared, with a focus on the impact of a strong US dollar and political factors on future earnings and costs.

What is expected to support the equity market over the next six months?

• Higher interest rates

• Increased inflation

• Decreased global growth

• Lower interest rates

What is one of the uncertainties currently impacting the market?

• Strong domestic focus

• Stable political environment

• Trade conflicts

• Decreasing material prices

How did the US earnings season perform compared to expectations?

• Met expectations

• Fell short of expectations

• Exceeded expectations

• Was not tracked

What is a potential consequence of a strong US dollar on companies?

• Lower costs

• Increased exports

• Higher costs

• Decreased tariffs

What are tech companies warning about due to political impacts?

• Increased profits

• Potential disruptions

• Decreased competition

• Stable growth