Deutsche Bank Wealth Mgmt. Favors U.S. Healthcare, Tech Sectors

The video discusses the current market situation, focusing on the impact of Federal Reserve comments and the role of tech and healthcare sectors in driving growth. It highlights the S&P 500 reaching new highs and the potential for continued momentum. The discussion also covers the US dollar's performance, with a contrarian view suggesting a possible strengthening due to technical factors and fiscal policy developments.

What is the current market focus according to the first section?

• Healthcare sector growth

• Federal Reserve's comments

• New fiscal program

• Vaccine development

Which sectors are mentioned as driving market momentum?

• Technology and Healthcare

• Automobile and Energy

• Retail and Manufacturing

• Finance and Real Estate

What is hoped to aid the US recovery according to the second section?

• Higher interest rates

• New fiscal program and vaccine

• Increased consumer spending

• Reduction in taxes

What are the two main factors that have weakened the US dollar?

• Rising infections and lack of fiscal deal

• High inflation and unemployment

• Trade deficits and low interest rates

• Strong Euro and Yen

What is the contrarian view on the US dollar's trend?

• It might strengthen in the short term

• It will remain stable

• It will collapse

• It will continue to weaken