Equity Valuations Place Too Much Weight on Consumers: State Street

The video discusses the shift from bonds to equities, highlighting the need for growth in earnings and dividends. It examines the risks in equity markets, particularly in the consumer sector, and the potential for a recession influenced by US-China trade disputes. The video also considers global economic shocks, such as Brexit and tariffs, and their impact on business confidence and markets.

What factors are contributing to the current concerns about equity risk?

How does the consumer's strength impact valuations in US equities?

What indicators suggest that a recession may or may not occur in the near future?

What are the potential consequences of the US-China trade dispute on the economy?

In what ways could Brexit affect the global economy?