Goldman's Kostin on Market Outlook, Strategy

The video discusses the current state of the US equity market, focusing on market valuation, interest rates, and the impact of Federal Reserve actions. It highlights the importance of earnings and the uncertainties surrounding the Fed meeting. The analysis includes company guidance, profit margins, and the potential effects of interest rate hikes on the market.

What challenges did management face in the previous year, and how did they respond?

What is the expected path for interest rates according to the Goldman Sachs economic forecast?

How do changes in bond yields affect equity markets as discussed in the text?