JPM's Ramakrishna Says Market Is 'Being Spooked'

The video discusses the current market volatility, which is considered normal based on historical trends. It highlights investment opportunities in various sectors, particularly in the US, where EPS growth is expected to be strong. The discussion also covers key market movers, such as the equity and bond markets, and the impact of monetary policy changes, including interest rate hikes by the Fed. Additionally, the video explores broader global themes, emphasizing technology stocks and innovations like driverless cars and facial recognition. Overall, the outlook on equity markets is positive due to a global synchronized recovery.

What are the expected EPS growth rates in different markets mentioned?

What broader themes in technology stocks are highlighted in the discussion?