Belski: Capex Spending to Spark Labor Participation

The video discusses the economic transition from Obama to Trump, focusing on unemployment, participation rates, and capital expenditure. It explores the potential impact of Trump's policies on the dollar and global reflation. The technology sector's response to the immigration ban and its implications for earnings are also examined.

What is one of the key metrics to watch for employment reinvigoration in America?

• Unemployment rate

• Participation rate

• Inflation rate

• Interest rate

What is expected to happen to the dollar in the first half of the year due to Trump reflation?

• It will weaken

• It will remain stable

• It will strengthen

• It will collapse

What is a potential challenge for the dollar in the second half of the year?

• Decreasing interest rates

• Rising unemployment

• Global reflation trends

• Increased inflation

Why was the technology industry particularly concerned about the Trump immigration ban?

• It impacted talent attraction

• It increased their taxes

• It affected their supply chain

• It reduced their market share

What is significant about the technology sector in the SP500?

• It has the least cash reserves

• It is the most volatile sector

• It is the largest sector

• It has the smallest market cap