Markets Concerned by Changing Central Bank Attitudes

The video discusses the current economic landscape, focusing on central banks' attitudes, market corrections, and the impact of fundamentals and earnings on Federal Reserve decisions. It highlights sector rotation into value and cyclicals, the potential for financials to lead the market, and the role of technology companies. The video also explores global bond markets, questioning the effects of QE programs and monetary policy on yields and equities.

What factors are contributing to the rotation into value and cyclicals in the market?

What challenges do financials face in leading the market according to the discussion?