Equity Markets Can Continue to Move Higher: Natixis’s Dwek

The video discusses market trends, focusing on trades involving gold and Texas Tech, and the influence of the Federal Reserve's policies on interest rates and market movements. It highlights the Fed's forward guidance and its impact on equity markets, suggesting that interest rates will remain low until 2023. The discussion also covers the potential for further compression in high yield and investment grade spreads, considering the upcoming US election and the Fed's established policies.

In what ways does the speaker suggest that gold and Texas Tech could be viewed as trades?

What does the speaker imply about the Fed's need to introduce new policies?