No Recession, No Trade War and Lower Rates to Drive Stocks Higher, Wharton's Siegel Says

The transcript discusses the current state of the stock market, highlighting concerns about global growth, high valuations, and slowing revenue growth. It argues that stocks may still have room to grow due to low interest rates and the absence of a recession or trade war. The potential impact of the Federal Reserve's interest rate decisions is also considered. The discussion touches on the attractiveness of equities compared to negative-yielding bonds and examines which sectors, such as tech and consumer discretionary, have been leading the market. Additionally, the impact of the dollar's strength on companies with international exposure is analyzed.

Which sectors have been leading the market this year according to the text?

What is the significance of the dollar's value in relation to international companies?