Investors Face Information Vacuum on Virus: RBC's Calvasina

The transcript discusses market volatility, investor sentiment, and the impact of Federal Reserve actions. It highlights the behavior of retail and institutional investors, the potential for buying the dip, and the focus on tech and consumer discretionary stocks. The discussion also covers expectations for year-end market rebalancing and analyzes the financials and energy sectors, noting the influence of bond yields and macroeconomic factors.

What factors are influencing retail investors' decisions in the current market?

How are institutional investors currently approaching their investment strategies?

What trends were observed in the market on Friday compared to the previous day?

What are the implications of the Fed's actions on market sentiment according to the survey?

What are the expected trends in the energy and financial sectors in the near future?