S&P and Payrolls: The Correlation of Stocks and Jobs

The video discusses the market's reaction to the US jobs report, highlighting how a strong report often leads to market rallies. It examines the role of central banks, such as the Bank of Japan and ECB, in influencing market volatility. The discussion shifts to investment strategies during uncertain times, emphasizing risk management and cash holdings. Finally, it explores opportunities in cyclical stocks, particularly in Asia, and the impact of Brexit on dividend payers.

What are the anticipated opportunities in Asia post the Fed meeting on September 21st?

What is the speaker's view on dividend payers in the current market environment?