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?

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

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

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

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