Equity Rally To Continue Past First Fed Hike: Crossmark's Fernandez

The video discusses the implications of a rate hiking cycle on financial conditions and equity markets. It reviews historical market reactions, noting that equity markets often rally during initial rate hikes. The current scenario of negative real interest rates is analyzed, questioning the extent of the Fed's actions needed to tighten conditions. The video predicts that equity markets will remain supported in the short term but may face sideways growth in the future.

What historical experiences are mentioned regarding equity markets during a rate hiking cycle?

How do real interest rates impact the Federal Reserve's ability to tighten financial conditions?

What is the expected timeline for equity markets to react to the first rate hike?

What factors contribute to the support of the equity market in the first half of the year?

What concerns are anticipated for the equity market after the first half of the year?