JPM's Caffrey Sees Sector Rotation as Stocks Grind Higher

The video discusses market trends, focusing on sector rotation, particularly in energy and healthcare. It highlights the impact of political changes, such as Trump's election, on market uncertainty and policy expectations. The role of the Federal Reserve and fiscal policy is also examined, with a focus on potential collaboration between monetary and fiscal measures.

What concerns do clients have regarding the uncertainty of upcoming policies?

In what ways might fiscal policy influence the market in the coming months?