Salt Financial CIO Sees Bearish Behavior to Stocks

The video discusses recent market fluctuations, highlighting mixed results in major indices like the S&P and NASDAQ. It explores bearish sentiment, market risk, and the increased volatility of top tech stocks. The performance of various asset classes is analyzed, noting an unusual year with declines across commodities, equities, and bonds. The discussion covers market rotation, with value stocks gaining strength and healthcare leading the S&P. The impact of Federal Reserve rate hikes and trade rhetoric on market behavior is also examined.

In what ways have the fundamentals of the market been reflected in the performance of various asset classes?

What are the expectations regarding the Fed's rate hike path in the coming months?

How has the trade rhetoric affected the market behavior this year?