Some Asset Classes Starting to Reflect a Growth Slowdown: Skelly

The video discusses recent market trends, highlighting a tactical rally led by Mike Wilson. It examines the ongoing bear cycle and signs of a growth slowdown in various asset classes. The discussion includes expectations for earnings disappointments and market predictions for the S&P 500. Despite economic slowing, there is resilience in labor and spending, with opportunities in emerging markets.

What was the initial market thesis discussed in the first section?

• Fed pivot tightening and growth slowdown

• Increase in oil prices

• Expansion of the tech sector

• Rise in consumer spending

What is the general consensus among analysts regarding the S&P 500?

• It will experience a significant drop in the next month

• It will remain stable throughout the year

• It will likely retest the lows early next year

• It will reach new highs by the end of the year

According to the second section, what is expected to happen to risk assets?

• They will become more volatile

• They will increase in value

• They will experience a pullback

• They will remain unchanged

What factors contribute to the economic resilience mentioned in the third section?

• High unemployment rates

• Decreasing energy prices

• Strong labor and spending resilience

• Weak credit markets

What is the outlook for emerging markets as discussed in the third section?

• They will remain stagnant

• They are seen as potential opportunities

• They are expected to decline

• They will face significant challenges