Anita Gupta: Too Early For a Fed Policy Pivot

The video discusses market reactions to recent data points and the potential impact of central bank actions. It highlights the volatility in the tech sector and the influence of Fed commentary on market trends. The discussion also covers the semiconductor industry's dependence on US-China relations and evaluates China's recent economic measures, particularly in the real estate sector.

What are the two specific catalysts that the speaker is waiting for to become more bullish?

How does the speaker assess the current state of the semiconductor industry?

What are the implications of the recent developments in China's real estate sector on the market?