BNP Paribas WM Is Still 'Overweight' Equities: Bhayani

The video discusses the strong performance of US companies in the early earnings season, with a high percentage beating expectations. It explores the impact of vaccine rollouts on market dynamics, highlighting the progress in the US, UK, and Israel. The discussion covers the reflation trade, emerging markets, and currency trends, emphasizing the importance of balance in investment strategies. The video also addresses US fiscal stimulus and potential market concerns, including tapering and inflation.

What percentage of U.S. companies have beaten expectations in the early earnings season?

• 60%

• 70%

• 86%

• 50%

Which country has vaccinated 40% of its population, showing a significant drop in deaths among people over 60?

• Germany

• Israel

• United Kingdom

• United States

What is the expected global GDP growth for this year according to the discussion?

• 3%

• 5%

• 7%

• 2%

How does the strength of the dollar affect emerging markets?

• It has no effect

• It benefits emerging markets

• It can lead to currency divergence

• It only affects developed markets

What is the anticipated size of the U.S. fiscal stimulus discussed?

• 2 trillion

• 1 trillion

• 500 billion

• 1.5 trillion

What is a potential concern for the markets in the short term?

• High unemployment

• Vaccine rollout speed

• Tapering of fiscal policies

• Rising commodity prices

What could be a setback for the market according to the discussion?

• Higher interest rates

• Vaccine efficacy issues

• Stronger dollar

• Increased inflation