Fed Ultimately Has to Do More Than What's Priced, Dutta Says

The video discusses the current stance of the Federal Reserve, suggesting that it may not take significant actions in the upcoming meeting. It highlights the resilience of the economy and compares it to the actions of the Reserve Bank of Australia. The discussion shifts to the stock market, emphasizing that earnings expectations are driving market performance, with major companies like Apple, Google, and Microsoft leading the gains.

What are the three main factors that the speaker believes drive the stock market?

What does the speaker suggest about the stock market's performance in relation to specific companies?