Merrill's McGregor Says Don't Give Up on Tech Stocks

The video discusses the current economic environment, focusing on inflation, market rotation, and sector performance. It highlights the potential for US equities to rise, driven by corporate profits and stable yields. The speaker emphasizes the importance of cyclicals, financials, energy, and technology sectors, while also considering the bond market's impact on equities. The video concludes with a positive long-term outlook for the market, despite potential corrections.

What factors are contributing to the bullish outlook for US equities according to the discussion?

How does the speaker view the rotation between different sectors in the market?

What is the speaker's perspective on the future of technology investments?

What are the implications of rising yields in the bond market for equity markets?

What does the speaker suggest about market corrections and buying opportunities?