Will Equity Euphoria Survive a Fed Rate Hike?

The video discusses recent trends in equity markets, highlighting the impact of low interest rates and QE on investor behavior. It examines shifts in market leadership following the US election, noting changes in investment focus from financials and industrials to utilities and consumer staples. The video also explores the influence of Federal Reserve meetings on the US dollar, with a focus on potential interest rate hikes and their effects on currency strength.

What factors have contributed to the equity markets' performance over the last seven years?

How has the Credit Suisse fear barometer changed in relation to stock market investments?

What shift in investment focus has been observed in the market recently?

Discuss the relationship between the US dollar and Federal Reserve meetings based on recent trends.

What implications does the potential Fed rate increase have on market sentiment?