Market Awaits Catalyst as U.S. Growth Hasn’t Peaked: JPM’s Chang

The video discusses the outlook for US growth and the S&P 500, highlighting strong earnings growth and capital returns. It examines industry cycles, including the semiconductor shortage, and their impact on growth. The bond market's signals about growth expectations are analyzed, with a focus on real yields and potential catalysts like infrastructure progress and labor market changes.

What are the expected growth rates for the US economy in the upcoming quarters?

How do share buybacks contribute to the market outlook?

What are the three different cycles mentioned that are affecting the economy?

What factors are influencing the bond market's current behavior?

What potential catalysts could impact the market in the near future?