U.S. Equity Valuations Have More Room to Run, Aviva's Schmidt Says

The video discusses the market's reaction to recent Fed news, highlighting a minor dip in equity markets and the Fed's patient approach. It examines the impact of a strengthening US dollar and ongoing trade negotiations with China. The discussion shifts to market valuations, suggesting potential growth if companies remain profitable and interest rates stay low. The video debates the possibility of an earnings recession, ultimately expressing confidence in the US market. Finally, it addresses concerns in the European market, noting risks and uncertainties related to Brexit and economic conditions.

What was the market's reaction to the Fed's statement?

How does the current Fed stance compare to their position in the fall of 2019?

What factors are affecting the US economy according to the speaker?

What is the significance of the 10-year hold at the 2.5% level?

What are the implications of positive earnings for market valuations?

What is the speaker's outlook on the potential for an earnings recession?

How does the speaker view the current situation in Europe?