Nomura's Janjuah Says S&P Could Reach All-Time Record Highs

The video discusses market trends, predicting a rise in equities and potential S&P highs. It examines bond yields, inflation, and the impact of consumer spending on growth. Concerns about the US corporate sector and emerging markets in a higher rate environment are highlighted, with a focus on the temptation to invest in fixed income assets.

What is the speaker's belief regarding the potential movement of equities?

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What factors does the speaker believe will influence the decision to invest in bonds?

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What concerns does the speaker express about the US corporate sector in a higher rate environment?

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What is the speaker's perspective on consumer spending and its impact on the market?

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How does the speaker view the current state of real wage growth?

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