Inflation Expectations Collapsing: Credit Suisse's Golub

The video discusses the bullish outlook on the equity market, highlighting the collapse of inflation expectations and the potential for the Fed to adjust its strategy. Credit Suisse's analysis shows declining estimates due to poor future guidance despite strong Q2 results. Concerns about recession are addressed, noting job market dynamics and the yield curve. The Fed's strategy is examined, emphasizing the need for hawkish communication to manage inflation expectations. The video also covers declining earnings estimates, particularly in the tech sector, and potential areas of growth in consumer and industrial sectors.

What are the implications of the earnings estimates collapsing for the equity market?

How do the analysts' views on the technology sector differ from other sectors based on the text?

In what ways does the current economic environment compare to the tech boom of the early 2000s?