Aegon's Rybinski on Fed, Markets

The video discusses FedEx expectations and the Federal Reserve's consistent messaging, highlighting the market's reaction and the labor market's current state. It explores the likelihood of a recession in the US, suggesting portfolio strategies like underweighting equities and overweighting high-quality fixed income. The relentless rally of the US dollar is examined, noting its impact on corporate profits and potential risks similar to the mid-80s. The discussion concludes with the implications of a recession on earnings and the S&P index.

What impact does the strong US dollar have on corporate profits, particularly for companies with overseas sales?

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What are the potential earnings implications for the S&P if a recession occurs?

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