JPMorgan's Craig Says U.S. Market Is 'Place to Be'

The video discusses the US dollar's performance, highlighting that its strength is more due to global growth rate differentials than monetary policy. It examines the impact of US economic resilience and trade deals on equities, suggesting that a substantive trade deal could boost markets, especially in emerging markets and Europe. The video also addresses concerns about buybacks exceeding capital expenditures, noting that while this is typical near the end of a market cycle, it is not a major risk.

Discuss the potential impact of a real trade deal on US equities as per the discussion.

What are the concerns regarding corporate debt levels in the US, and how do they relate to buyback activities?