Markets Expected to End Year Down 10-12%: Allianz's Mahajan

The video discusses the risks associated with the global vaccine rollout, including market reactions to vaccine-related news and potential delays. It also covers political and economic risks following the U.S. election, with expectations for the Biden administration's first 100 days. The video analyzes company earnings, highlighting Ulta Beauty's performance, and provides an outlook on business performance and projections for 2021, emphasizing the impact of vaccine logistics and consumer behavior.

What is one of the key risks mentioned that could affect future markets?

• Global warming

• Vaccine-related headlines

• Natural disasters

• Technological advancements

What is a potential focus area for the new administration discussed in the video?

• Healthcare reform

• Space exploration

• Education policy

• Clean energy

How did the earnings performance for the current quarter compare to initial estimates?

• It was worse than expected

• It matched the estimates

• It was not discussed

• It outperformed the estimates

Which sector is mentioned as having been weakened by the crisis?

• Agriculture

• Technology

• Small and medium businesses

• Pharmaceuticals

What is the estimated earnings growth for the S&P in 2021?

• 30%

• 15%

• 10%

• 23%