Goldman’s Mossavar-Rahmani Says Stay in Equities

The video discusses market trends, emphasizing the continuation of economic recovery and a bull market. It highlights the divergence between equity volatility and political risk, particularly during the US political transition. The impact of trade relations, especially with China, is analyzed, along with potential geopolitical risks. The bond market is examined, focusing on interest rates and inflation factors. Finally, the video explores productivity growth, considering cyclical trends and measurement challenges.

What is the current view on the economic recovery mentioned in the text?

How does the text describe the relationship between equity markets and economic policy uncertainty?

How does the text characterize the current state of the equity bull market?

What are the key risks associated with the outlook discussed in the text?

What factors are mentioned as influencing the bond market and interest rates?

What is the significance of productivity growth as discussed in the text?

What historical perspective is provided regarding productivity levels in the U.S.?