U.S. Is in a Late Cycle, Says Aegon Asset Management's Rybinski

The video discusses the current state of US equities, highlighting strong macroeconomic indicators and corporate earnings. It explores market predictions, particularly the potential for the SNP to reach 3000, and analyzes the yield curve's implications for the market cycle. The discussion also covers factors like inflation, corporate margins, and the impact of trade deals. Finally, it examines how Fed actions and yield curve inversions affect asset performance, emphasizing the shift towards higher quality assets during late market cycles.

In what ways could inflation impact corporate earnings and the overall market?

What are the potential consequences of the Fed acting on inflation concerns?