Is Fed Watch Influencing How Companies Spend Money?

The video discusses the dynamics of low prices and interest rates, highlighting the dual motivations of buyers and sellers in the market. It examines the health of the market through debt deals and the potential risks in corporate bonds, including the possibility of a bubble. The discussion extends to global investment flows, emphasizing the demand for yield and the US as a safe haven. Finally, it explores changes in equity sectors, particularly the impact of interest rates and currency strength on financials and tech companies.

How does the text describe the relationship between the dollar's strength and tech companies?

What trends are observed in the equity market according to the discussion?