U.S. Equities Show Faith in Trump

The video discusses the US equity market outlook, highlighting trends in small and mid-cap stocks, the impact of trade wars on the industrial sector, and the role of stock buybacks in supporting the market. It examines the potential for market corrections and recession risks, the performance of emerging markets, and asset flows. The video concludes with a positive outlook for US growth, emphasizing undervalued sectors like tech and healthcare.

What factors are contributing to the current performance of small and mid-cap stocks in the U.S. equity market?

How do trade risks affect the industrial sector in the United States?

What is the expected impact of buybacks on the U.S. equity markets in the second half of the year?

What are the indicators suggesting about the likelihood of a recession in the U.S.?

In what ways are emerging markets performing compared to U.S. markets?

What are the expectations for U.S. stock market growth in the second half of 2018?

How do operating margins in the U.S. compare to those in global developed markets?