Goldman's Katie Koch Says Equity Markets Need Support

The video discusses recent trends in the NASDAQ and equity markets, highlighting the need for fiscal and monetary support due to high valuations. It analyzes the current earnings season, noting that many companies have exceeded low expectations. Sector-specific trends are explored, including unusual growth in home building and the impact of digitalization on restaurants. The video also covers the EU's fiscal package and its implications for green technology, as well as the ongoing tensions in US-China relations and their effects on global markets.

What was the performance of the median stock compared to the S&P 500 year to date?

• Up 35%

• Down 19%

• Up 5%

• Down 5%

What percentage of companies have outperformed during the current earnings season?

• 25%

• 50%

• 80%

• 100%

Which sector showed unusual growth during the recession?

• Automotive

• Retail

• Home Building

• Tech

What is a key factor contributing to Europe's positive market outlook?

• High tech growth

• Green technology leadership

• Strong US dollar

• Low inflation

What is the significance of the $750 billion rescue package for Europe?

• It focuses entirely on traditional industries.

• It is primarily for military spending.

• It aims to reduce taxes across Europe.

• It is the first time EU Member States have collectively issued debt.

What is a major concern regarding US-China relations?

• Trade surplus

• Constructive relationship

• Military conflict

• Currency exchange rates

Why are emerging markets considered a good option for diversification?

• They have no risks involved.

• They are unaffected by US-China tensions.

• They offer growth opportunities outside the US.

• They are primarily tech-driven.