HSBC 'Keeping Powder Dry' to Jump Back In to U.S. Equities: Rasco

The video discusses the current state of equity growth, market sentiment, and investment strategies. It highlights HSBC's cautious optimism and adjustments made in response to the Fed's monetary policy. The discussion also covers market expectations, economic indicators, and the potential impact of trade agreements on the economy. The overall sentiment is that while the market may have overreacted, the economic outlook remains relatively stable.

What are the expectations regarding equity growth mentioned in the text?

How does HSBC's outlook compare to the general market sentiment?

What adjustments are anticipated in response to the Fed's actions?

What factors are believed to improve the economy and earnings picture?

What was the market's reaction to the Fed's expectations according to the text?