RBC's Calvasina Likes Growth, Tech Stocks If CPI Is 'Favorable'

The video discusses the biggest risks for the market, noting changes over the past week and a half. It highlights the rally in growth and tech sectors, especially after the final Fed rate hike. The possibility of a Fed pause was initially priced in, but doubts have emerged, leading to cautious sentiment in equities. If the Fed can pause soon, there is potential for tech and growth sectors to continue thriving, with tech being the preferred choice.

What sector has been performing well due to expectations of the final Fed rate hike?

• Healthcare

• Technology

• Finance

• Energy

What was the initial market sentiment regarding the Fed's actions?

• Fear of increased rates

• Optimism about a Fed pause

• Indifference to Fed actions

• Expectation of rate cuts

What has caused the market to become cautious recently?

• Political instability

• Strong economic data

• Emerging doubts about the Fed pause

• New regulations

What could lead to further growth in the tech sector?

• A favorable Fed reading

• Increased government spending

• Higher interest rates

• A decline in consumer spending

Which sector is considered the favorite among the growth sectors?

• Utilities

• Technology

• Consumer Goods

• Real Estate