Credit Suisse’s Golub Lifts S&P 500 Target to 4,600

The video discusses the strong earnings performance across various sectors, including banks, tech, and industrials, leading to an increased earnings outlook. It highlights the shift from tech to old economy stocks due to proposed economic stimulus. The discussion also covers the potential rise in interest rates and its impact on the stock market, emphasizing the need for stable economic footing and strong capital demand.

What is the speaker's expectation regarding interest rates?

What does the speaker imply about the relationship between interest rates and the stock market?