A Lot of Good News Is Priced Into Equities: Goldman Sachs’s Oppenheimer

The video discusses the potential for year-end market rallies, considering the strong performance of equities and bonds. It examines the impact of US-China trade tensions on markets and the political landscape, especially with the upcoming election. The discussion also covers the US economic outlook, highlighting the low probability of a recession due to the absence of typical triggers like rising interest rates or collapsing asset prices. The video concludes with an analysis of economic indicators and their implications for future growth.

Discuss the implications of low interest rates on the US economy.

What indicators suggest that a recession is not imminent in the US?