Goldman’s Mossavar-Rahmani Says Stay in Equities

The video discusses market trends, emphasizing the continuation of economic recovery and a bull market. It highlights the divergence between equity volatility and political risk, particularly during the US political transition. The impact of trade relations, especially with China, is analyzed, along with potential geopolitical risks. The bond market is examined, focusing on interest rates and inflation factors. Finally, the video explores productivity growth, considering cyclical trends and measurement challenges.

What was the economic outlook for 2017 compared to 2016?

• A shift to a bear market

• Continuation of economic recovery and bull market

• A decline in economic recovery

• Stagnation in economic growth

What does the divergence between the US economic policy uncertainty index and the VIX indicate?

• Lower economic policy uncertainty with higher market volatility

• Decreased political risk

• Higher economic policy uncertainty with lower market volatility

• Increased market stability

Which country is considered a significant risk factor from both economic and geopolitical perspectives?

• China

• Russia

• India

• Brazil

What is the expected impact of inflation on interest rates according to the analysis?

• Decrease in interest rates

• Slight increase in interest rates

• No change in interest rates

• Significant increase in interest rates

What is one reason for the slowdown in productivity growth?

• Lack of technological advancement

• Cyclical nature of productivity

• Excessive government regulation

• High labor costs

How does the analysis describe the current state of global demand?

• Shortage of demand

• Unpredictable demand

• Balanced demand

• Excessive demand

What is a potential cause of mismeasurement in productivity growth?

• Inadequate data collection

• Outdated technology

• Deflators for technology and telecommunications

• Inaccurate economic models