UBS's Emanuel: Trump Likely to Roll Back Regulation

The video discusses the current economic climate, focusing on known factors like regulation changes and interest rate hikes. It explores opportunities in financials post-UK referendum and anticipates market volatility. Sector rotation, particularly in health care, is highlighted as a potential area for growth. The tech sector's response to market changes is examined, and cross-asset headwinds are discussed as factors affecting the risk rally.

How does the speaker view the potential for economic growth in relation to market volatility?

What challenges does the speaker identify regarding the technology sector's performance?

What are the three headwinds mentioned that could impact the market?