Parker: Fed's Next Move to Raise, Not Lower Rates

The video discusses the impact of central banks' regulatory actions and the Fed's interest rate decisions, particularly in the context of Brexit. It analyzes the effects on financial markets in the UK and US, with a focus on bank stocks. The discussion includes a forecast for S&P 500 earnings growth and market valuation, considering factors like oil prices and currency fluctuations. The video concludes with a debate on investment strategies, weighing the merits of defensive stocks versus value investing.

What are the implications of central banks pulling back some regulatory authorities?

How has the Brexit vote affected financials in the United States?

Discuss the potential impact of interest rates on financial stocks.

What are the challenges and opportunities for US banks compared to European banks?

What factors could lead to a growth rate of 4% in earnings for the upcoming year?