Making the Case for a Fed Rate Hike in May

The video discusses the potential timing of the next Federal Reserve rate hike, with a focus on the likelihood of a May increase. It examines corporate earnings and market trends, highlighting the performance of the S&P 500 and key sectors like financials and energy. The discussion also covers US equities, investment strategies, and the impact of the Trump administration's policies. Finally, it provides a global market outlook, emphasizing the energy sector and geopolitical factors affecting oil prices.

What are the implications of the forward PE ratio on the S&P 500?

How do geopolitical events affect market optimism in Asia compared to the US?

What are the current trends in oil prices and their impact on the market?