Is There More Upside for Stocks?

The video discusses the current state of global markets, highlighting the lack of significant catalysts for a major upside in equities. It examines the role of central bank liquidity, trade deal optimism, and the impact of manufacturing on the services sector. The discussion also covers global growth risks, recession probabilities, and the outlook for US employment and FOMC meetings.

What is one reason mentioned for the lack of a significant upside catalyst in equity markets?

• A significant increase in global growth

• A major geopolitical conflict

• A strong U.S. dollar

• A decrease in central bank balance sheets

What is a key sticking point in the U.S.-China trade negotiations?

• Currency exchange rates

• Rollback of tariffs

• Agricultural purchases

• Intellectual property rights

What is the current market sentiment regarding the U.S.-China trade deal?

• Expecting a complete breakdown in talks

• Indifferent to the trade negotiations

• Optimistic about a deal going ahead

• Pessimistic about reaching a deal

What sector is highlighted as a concern due to its connection to employment?

• Manufacturing sector

• Agricultural sector

• Technology sector

• Services sector

What is the potential impact of a slowdown in U.S. jobs growth?

• Boost in global growth

• Trouble for the strong consumer narrative

• Strengthened manufacturing sector

• Increased consumer spending