UBS's Emanuel on Market Confidence and Capitulation

The video discusses market sentiment, focusing on bear capitulation and its implications for stock demand. It analyzes historical market events, such as the 2016 recession scare and UK referendum, highlighting buying opportunities. Current market trends are explored, with a focus on earnings and political impacts. The video concludes with an examination of stock market rotation, emphasizing small caps, cyclical stocks, and sectors like healthcare and software.

What lesson can be learned from the stock market's performance in February?

What factors are influencing the current rotation in stocks?