BlackRock’s Moore Sees FOMO Behind Constructive Tone on Equities

The transcript discusses the resilience of the economy and how corporations are adapting to maintain attractive valuations. It highlights a shift in market sentiment towards a more constructive view on equities, driven by fear of missing out (FOMO). The conversation also covers corporate earnings resilience, the impact of technology investments, and the lack of inflationary pressure. The discussion extends to cross-asset valuations and the potential effects of central bank policy normalization, with an expectation of modest growth and low inflation in 2020.

What factors contribute to the resiliency of the economy as mentioned in the text?

How have corporations adapted to maintain their valuations according to the speaker?

What is the significance of FOMO in the current equity market as discussed in the text?

What evidence does the speaker provide to support the idea that earnings are resilient?

How does the speaker view the potential for a sustained bull market in equities?