JPMorgan Strategist Bell Sees U.S., European Equities Moving Higher

The video discusses the correlation between US and European stock markets, highlighting that both are expected to rise together due to healthy economic indicators. The UK stock market is approached with caution due to political uncertainties, despite potential improvements in real wages. Earnings seasons in the US and Eurozone show strong growth, with significant earnings upgrades compressing PE ratios. The impact of bond yields on equity markets is analyzed, noting that historically, a 4% yield is needed to affect equities negatively. Current focus is on base rates, with US interest rates expected to remain healthy until they exceed 3%.

How do Brexit and British stocks correlate with U.S. stocks?

What is the current outlook for the U.S. economy according to the Conference Board leading economic indicator?

What factors contribute to the decision to remain neutral on UK equities?

What has been observed regarding earnings season in the U.S. and the eurozone?

What yield level is historically significant for impacting the equity market negatively?