RBC's Calvasina Likes Growth, Tech Stocks If CPI Is 'Favorable'

The video discusses the biggest risks for the market, noting changes over the past week and a half. It highlights the rally in growth and tech sectors, especially after the final Fed rate hike. The possibility of a Fed pause was initially priced in, but doubts have emerged, leading to cautious sentiment in equities. If the Fed can pause soon, there is potential for tech and growth sectors to continue thriving, with tech being the preferred choice.

What changes have been observed in the market over the past week and a half?

Which sectors were mentioned as performing well after the final Fed rate hike?

What doubts have started to creep in regarding the Fed's pause?

What is the teacher's view on the potential for tech sectors to continue performing well?

What is considered the favorite sector among the growth sectors mentioned?