U.S. Is Only Robust Market This Year, Bernstein's Fisher Says

The video discusses the robustness of the US equity market compared to non-US equities, highlighting investor surprises due to market adjustments. It explores the impact of rising treasury yields on equities, noting that strong economic conditions should not significantly impair US markets. The discussion also covers expected market volatility due to waning factors and higher rates, with a focus on upcoming US earnings and the impact of trade changes on business models.

What does the speaker suggest about the future of profit margins in the US market?

What is the anticipated volatility in the market as mentioned in the text?