Seven Investment's Kumar Likes Small, Micro Caps in U.S.

The video discusses the US job market, highlighting the potential for further unemployment reduction and the role of part-time and self-employed sectors. It examines consumer confidence and investment strategies, focusing on small and microcap stocks. The discussion extends to global growth opportunities, comparing US and European markets. Finally, it analyzes bond markets, interest rates, and their effects on equity markets, considering potential market reactions to Federal Reserve actions.

What is the significance of the bond market in relation to the equity market according to the discussion?

Discuss the implications of rising interest rates on equity markets as described in the text.