JPM's Macklow-Smith Sees Earnings Growth as Key to European Equities

The video discusses the current state of the European equity market, highlighting low volatility and potential investment opportunities if earnings growth holds. It emphasizes the importance of emerging markets and dollar stability for European earnings. The discussion shifts to US technology valuations, noting that current earnings justify these valuations despite interest rate concerns. Finally, the video addresses trade tensions, particularly between the US and China, and their impact on industrial confidence and investment decisions.

In what way does the speaker relate US interest rates to technology valuations?

What concerns does the speaker express regarding trade and its impact on industrial confidence?