U.S. Not Showing Signs of End Cycle for Growth, Ramakrishnan Says

The video discusses the potential risks in US stocks, focusing on late-cycle risks and economic indicators. It highlights the impact of interest rate hikes by the US Federal Reserve on recession risks and market trends. The discussion also covers exogenous risks like trade wars that could affect economic growth and company fundamentals.

What is the current stance on U.S. stock exposure according to the transcript?

• Reducing stock exposure significantly

• Maintaining current stock exposure

• Increasing stock exposure

• Switching entirely to bonds

What economic indicators are mentioned as positive in the transcript?

• Rising inflation rates

• Strong unemployment numbers

• Decreasing consumer spending

• Weak capital expenditure intentions

What is the anticipated impact of rising interest rates by the end of 2019?

• Stable economic growth

• Higher recession risks

• Lower corporate profits

• Increased consumer spending

What historical pattern is observed in the last months of an equity bull market?

• Stable returns

• Significant gains

• Minimal changes

• Consistent losses

What external risk is highlighted as a potential threat to economic growth?

• Natural disasters

• Trade wars

• Political stability

• Technological advancements