Markets Have Become a Little Complacent, Says Burns McKinney

The video discusses the current state of the market, highlighting the S&P 500's performance and the impact of past concerns like global recession fears and Fed policies. It notes the tech sector's strong performance and potential market rotation towards cyclical areas like industrials. The discussion also covers the effects of trade deals on capital expenditure, emphasizing the importance of reducing tariff uncertainty to boost investment.

What was one of the major concerns for the market at the beginning of last year?

• An increase in interest rates

• A decrease in consumer spending

• A surge in oil prices

• A potential global recession

Which sector is mentioned as having potential due to factors like infrastructure and defense spending?

• Real Estate

• Consumer Goods

• Healthcare

• Industrials

Why might people be willing to pay a premium for technology shares?

• Because growth is abundant

• Because growth is scarce

• Because technology shares are undervalued

• Because of high dividend yields

What is a key factor that has been limiting capital spending according to the final section?

• Increased competition

• Lack of consumer demand

• Uncertainty around tariffs

• High interest rates

What is the expected impact of the phase one trade deal on capital expenditure?

• It will unleash CapEx

• It will decrease CapEx

• It will have no impact on CapEx

• It will cause CapEx to stagnate