Goldman's Katie Koch Says Equity Markets Need Support

The video discusses recent trends in the NASDAQ and equity markets, highlighting the need for fiscal and monetary support due to high valuations. It analyzes the current earnings season, noting that many companies have exceeded low expectations. Sector-specific trends are explored, including unusual growth in home building and the impact of digitalization on restaurants. The video also covers the EU's fiscal package and its implications for green technology, as well as the ongoing tensions in US-China relations and their effects on global markets.

How did home builders perform during the current economic conditions, and what factors contributed to this?

What impact did the $750 billion rescue package have on European markets and their recovery?

What are the implications of the relationship between the US and China as discussed in the text?