RBC's Wealth Management's Carrier Is Market Weight in U.S. Equities

The video discusses Apple's earnings, highlighting the decline in iPhone revenue and the focus on services. It examines market performance, noting lower beat ratios and adjusted GDP forecasts. The discussion shifts to recession indicators, emphasizing the yield curve and economic cycle. Finally, it explores investment strategies, considering US-China trade tensions and market valuations.

What indicators are being monitored to assess the potential for a recession?

What conditions would lead to a shift towards an overweight position in US equities?