U.S. Market Volatility to Continue for Next Few Weeks, Mainstay Capital CEO Says

The video discusses the challenges facing global markets, including bear markets in China and Italy, rising interest rates in the US, and ongoing concerns about tariffs and earnings. It highlights the impact of midterm elections on market volatility and the potential for a rally supported by strong earnings. The discussion also covers market valuation with rising rates and the strategic focus on US markets over emerging markets, despite the latter's long-term potential.

What are some of the factors contributing to the 'wall of worry' for U.S. stocks?

• Strengthening U.S. dollar

• Increasing unemployment rates

• Decreasing oil prices

• Rising interest rates and tariffs

How do midterm elections typically affect the stock market?

• They lead to a market crash

• They create uncertainty and volatility

• They have no impact

• They guarantee a market rally

What is the forecast for earnings growth in 2019 according to the transcript?

• Triple-digit growth

• Double-digit growth

• Single-digit growth

• Negative growth

Why is there hesitation to invest in emerging markets despite their potential?

• Political instability

• Concerns about valuations and debt

• High inflation rates

• Lack of technological advancement

What is the current strategy regarding U.S. stocks in the portfolio?

• Invest equally in U.S. and emerging markets

• Avoid U.S. stocks completely

• Underweight U.S. stocks

• Overweight U.S. stocks