Bevan: Worried Market Expectations Lead to a Correction

The video discusses the potential risks and surprises in the market, particularly from the BOJ and Fed, and the complacency of markets regarding growth expectations. It highlights the possibility of a correction in equity market pricing due to overstated expectations. The analysis extends to the Footsie, suggesting a correction is needed before breaking recent highs. The discussion also covers the labor share of GDP and pricing power, comparing US and European corporate structures, emphasizing the flexibility of US companies due to early restructuring.

What implications does the speaker suggest regarding labor share of GDP?

In what ways does the speaker compare the corporate structures of European and US companies?