Why Market Swoons Are a Buying Opportunity for Nuveen’s Malik

The video discusses the bull case for earnings growth, focusing on companies with pricing power. It highlights Nike's strong market position despite supply chain issues and explores Simon Property Group's retail strategy. The financial sector is analyzed, with a focus on banks and their yields. The impact of rising oil prices on cyclical stocks is considered, along with inflation and interest rate expectations. Finally, trends in corporate buybacks and capital expenditure are examined.

What are the potential effects of rising oil prices on airlines and cyclical stocks?

How do you interpret the Fed's stance on interest rates in relation to inflation expectations?

What trends do you foresee in corporate capital expenditure versus buybacks in the near future?