Oppenheimer de Goldman habla de posible corrección en acciones

The video discusses the strong performance of global equities driven by synchronized global growth and low macro volatility. It highlights potential risks of market correction due to interest rate changes, particularly in the US. The discussion also covers sector rotation trends, with a focus on financials benefiting from rising interest rates and the vulnerability of bond proxies.

In what ways could changes in interest rate expectations impact the equity market?

What is the significance of sector rotation in the context of rising bond yields?