Stock Markets Will Rise Into the End of the Year: Natixis’s Dwek

The video discusses recent trends in US equity markets, highlighting a significant rise followed by a pause. It explores the potential for reallocating investments from bonds to stocks and the impact of economic recovery on market performance. The discussion also covers the expected volatility in equity markets, the role of central banks, and the implications of the upcoming US election. The video concludes by comparing the risks associated with the election and COVID-19, suggesting that neither is likely to completely derail the equity rally.

What was a significant trend in US equity markets from March to June?

• A steady decline

• A slight decrease

• A significant rise

• No change

What is considered a critical test for the markets in the second section?

• Q3 earnings season

• Q2 earnings season

• Q1 earnings season

• Q4 earnings season

How are bonds expected to behave according to the second section?

• Very volatile

• Highly risky

• Unpredictable

• Well-behaved

What is a major concern for investors regarding the US election?

• A new pandemic wave

• A potential market crash

• Increased taxes

• Election outcome uncertainty

According to the final section, what is unlikely to derail the equity rally?

• A new COVID-19 variant

• The US election itself

• A Trump win

• A Biden win