U.S. Markets 'Poised to Rally' Through 2018, Weisberger Says

The video discusses the impact of the trade story on industrials and the market slowdown since the end of 2017, highlighting China's influence and the Q1 earnings season. It explores market dynamics, the potential for a rally due to tax cuts, and the target of 3000. The discussion also covers the bond market's response to trade tariffs and the implications for growth, with real interest rates rising since the pre-election period.

What are the two main factors affecting the market as discussed in the first section?

• Bond market and interest rates

• Tax cuts and market rally

• Trade stories and macroeconomic slowdown

• China's influence and crowded market areas

Which market areas are mentioned as being less exposed to China and global trade?

• Industrials and energy

• Financials and tech

• Real estate and utilities

• Healthcare and consumer goods

What hypothetical question is posed about the market in the second section?

• What if interest rates decrease?

• What if tax cuts are reversed?

• What if the bond market collapses?

• What if the trade story is removed?

How much have real interest rates in the US bond market increased since the pre-election period?

• 100 basis points

• 120 basis points

• 50 basis points

• 80 basis points

What is the potential impact of the escalating trade dynamic on growth?

• It will boost growth significantly

• It will have no impact on growth

• It is likely to hinder growth

• It will stabilize growth