Deep Dive: Emerging-Market Assets, Homebuilder Confidence

The video discusses the valuation of emerging market stocks compared to developed markets, highlighting a three-year high in relative valuation. It also examines home builder confidence across different U.S. regions, noting optimism in the West and South. Finally, it explores the occurrence of bear markets within a bull market, focusing on the S&P 500's performance between May and July 2015, and comparing it to 2011.

What factors are contributing to the rising valuation of emerging market stocks compared to developed market stocks?

How do analysts' earnings estimates for companies in emerging markets reflect economic stability in China?

What does the regional breakdown of home builder confidence indicate about the housing market in different areas?

What insights can be drawn from the analysis of bear markets within a bull market in the S&P 500?

How does the current market situation compare to previous bear markets, particularly in 2011?