U.S. Is in a Late Cycle, Says Aegon Asset Management's Rybinski

The video discusses the current state of US equities, highlighting strong macroeconomic indicators and corporate earnings. It explores market predictions, particularly the potential for the SNP to reach 3000, and analyzes the yield curve's implications for the market cycle. The discussion also covers factors like inflation, corporate margins, and the impact of trade deals. Finally, it examines how Fed actions and yield curve inversions affect asset performance, emphasizing the shift towards higher quality assets during late market cycles.

What factors are contributing to the current positive environment for US equities?

• Decreasing GDP numbers

• Increasing interest rates

• Rising unemployment rates

• Strong corporate earnings and tax cuts

What does a flattening yield curve typically indicate about the economic cycle?

• The cycle is in its early stages

• The cycle is over

• The cycle is just beginning

• The cycle is in its late stages

What historical signal does an inverted yield curve provide?

• A one-year window before the cycle ends

• A two-year window before the cycle ends

• Immediate end of the cycle

• No significant impact on the cycle

Which of the following could be a potential risk to the economic cycle?

• Decreasing trade barriers

• Decreasing labor costs

• Stable borrowing costs

• Inflation and peak earnings

When the yield curve inverts, which asset class tends to perform better on a risk-adjusted basis?

• High yield bonds

• Equities

• Commodities

• Treasury bonds