Rising Yields Pressuring Equities

The video discusses the impact of big tech earnings and the Jackson Hole event on the market. It covers interest rates, Fed policy, and their effects on market valuation. The discussion includes US equity market trends, investment strategies, and the earnings outlook for 2024. It also analyzes sector performance and the impact of GDP on markets, highlighting the importance of inflation and GDP trends in dictating revenues and earnings.

What are the expected earnings trends for 2024 based on the discussion?

What sector differences were noted for the upcoming year?

How might inflation moderation affect earnings in 2024?