Neil Dutta Says Housing and Consumer Data Come in Strong

The video discusses the debate on whether market movements are driven by fundamentals or the Fed's actions. It analyzes the current economic expansion, highlighting the role of cyclical components like housing and auto buying. The forecast for GDP growth is examined, considering factors like CapEx and real estate. Insights into the housing market suggest it remains a strong economic indicator. Labor market data and business sentiment are explored, with a focus on job openings and hiring rates. Finally, the potential impact of external factors like elections and the coronavirus on business investment is considered.

What factors does the speaker believe will influence GDP growth estimates in 2020?

How does the speaker relate job openings to business sentiment?

What is the speaker's outlook on the impact of the coronavirus on business investment?