Don't Get Out of Tech Entirely, Says Hunt

Sarah Hunt discusses the risks of over-tightening in equity markets, investment strategies amid uncertainties, and the impact of Federal Reserve actions. She highlights opportunities in tech and fixed income, while noting global economic concerns. Sector preferences include healthcare and industrials. The dynamics between bond and equity markets are explored, along with the implications of jobs data on market expectations.

How does Sarah Hunt view the potential for over-tightening in monetary policy?

What factors does Sarah Hunt believe are influencing equity market valuations?

What assumptions does Sarah Hunt suggest investors should make regarding interest rates?

What does Sarah Hunt identify as a potential risk for the technology sector?

What sectors does Sarah Hunt recommend focusing on for investment opportunities?

How does Sarah Hunt describe the relationship between bond volatility and equity markets?

What is Sarah Hunt's perspective on the upcoming jobs data and its potential impact on interest rates?