VTB's Mackinnon Sees 'Little More Left in the Tank' for U.S. Stocks

The video discusses current market trends, focusing on the US and emerging markets. It highlights the influence of the Federal Reserve's policies and the US dollar on market dynamics. The potential of emerging markets with positive macro fundamentals is explored, alongside global investment strategies amid economic uncertainties. Concerns about corporate credit and potential financial risks are also addressed.

What sector is primarily leading the upward trend in the US equity markets?

• Finance

• Energy

• Technology

• Healthcare

What is a key factor that might provide relief to emerging markets?

• Stronger euro

• Higher interest rates

• US dollar depreciation

• Increase in oil prices

What is a major concern for investors when considering entry into emerging markets?

• Low commodity prices

• High inflation rates

• US-China trade talks uncertainty

• Political instability

What is a potential source of the next financial crisis according to commentators?

• Government bonds

• Corporate credit

• Cryptocurrency market

• Real estate market

What retrospective analysis is mentioned in relation to the Lehman crisis?

• Real estate bubble

• Impact on global trade

• Banking regulations

• Corporate credit risks