Amazon, Microsoft, Visa Favored, Whittier Trust CIO Says

The video discusses the impact of 46,000 GM workers returning to work, contributing to a strong U.S. economy with low unemployment and modest wage growth. It explores the stock market's performance, driven by valuation multiples, and anticipates a 5-10% growth in 2020. The video also examines PE multiples in relation to low interest rates, suggesting stocks are not overvalued. It highlights investment opportunities in U.S. sectors like technology and consumer discretionary, emphasizing the importance of quality growth and long-term fundamentals.

What factors could lead to a disconnect between stocks and bonds?

How do global trade dynamics affect the US stock market?

What sectors are expected to perform well in the current economic climate?