Markets Remember Mistakes Made on SARS: Tower Hudson’s Laidler

The video discusses the surprising resilience of the market despite high infection rates, attributing it to Fed liquidity and past experiences like SARS. Equities are seen as outliers, with strong bids despite other market reactions. The global market is more interconnected, with significant revenue from China. The speaker expresses doubt about the sustainability of international equities' Q4 performance, emphasizing US exceptionalism and well-supported valuations. The video concludes with a focus on valuation discounts and the challenges of global stabilization.

What factors are influencing the current market performance according to the speaker?

How does the speaker perceive the relationship between Fed liquidity and infection rates?

What historical event does the speaker reference when discussing market reactions?

What is the speaker's view on the interconnectedness of global markets?

What does the speaker suggest about the future of US equities compared to international equities?