Where Will the Markets End in 2016?

The video discusses the current market sentiment, highlighting a shift from negativity to optimism, with investors more inclined to buy dips. It examines client cash holdings, indicating a high level of cash and opportunities in stocks. The speaker emphasizes the importance of specific investment strategies, particularly in technology stocks, and provides an analysis of the banking sector, favoring US banks over European ones. The economic outlook suggests future interest rate increases in the US, which could benefit banking margins, while European banks face challenges in a deflationary environment.

What is the speaker's outlook on interest rates in the United States?

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What does the speaker suggest about the future of banking margins?

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