Equity Markets Will 'Take a Breather,' Cantor's Cecchini Says

The video discusses market expectations, focusing on short rates and their impact on equities. It explores the psychological effects of rate levels and how inflation concerns influence market reactions. The analysis includes the correlation between equities and bonds, emphasizing the importance of growth and profitability in absorbing higher rates. The video highlights the critical role of stock-bond correlations for investors.

What concerns did the speaker express regarding deflation?

What does the speaker suggest about the relationship between equities and rising rates?