U.S. Corporate Tax Hike Could Be Volatility Risk: Skelly

The video discusses potential tax hikes in the U.S. and their implications for markets. It highlights the challenges in predicting policy changes in Washington, the expected modest rise in corporate taxes, and the potential for increased market volatility. The discussion also covers which market sectors, particularly tech and consumer discretionary, might be most affected by unexpected tax increases.

What are the expected tax hikes mentioned in the text?

What role do negotiations and concessions play in the fiscal spending expansion?

What is the significance of the consensus on corporate taxes for 2022 S&P earnings?

How might the increase in corporate taxes affect market volatility?

What sectors are likely to be impacted the most by unexpected tax increases?