Goldman Can’t Rule Out an Equities Correction on Virus Earnings Risks

The video discusses the impact of the coronavirus on market valuations, highlighting record equity levels and the disparity in earnings between Europe and the US. It explores the resilience of equity markets despite potential disruptions and the historical correlation between bonds and equities. The discussion also covers the implications of inflation expectations and growth on market dynamics.

What factors are contributing to the current high valuations in equity markets?

How do the earnings reports in the US compare to those in Europe according to the text?

What concerns are raised about the sustainability of current equity valuations?

In what way do bond yields affect equity markets as discussed in the text?

What historical relationship between bonds and equities is mentioned, and how has it changed?