Bank of America's Raedler on Momentum in U.S. Stocks

The video discusses the cyclical trade of European equities, highlighting the economic recovery and growth momentum in Europe compared to the US. It explores market outlooks, investment strategies, and potential risks, including the impact of bond yields and defensive sectors. The discussion also covers current market risks, such as economic overheating and Fed policy changes, and identifies regional market opportunities in Europe, particularly in financial sectors in Italy and Spain.

What is the significance of the PMI data in relation to market performance?

What strategies should investors consider as the market approaches a peak?

How might bond yields impact the equity market in the near future?