Horizon Investments' Hill on US Markets

The transcript discusses the US economy's momentum, highlighting strong labor and consumer balance sheets. It contrasts international market valuations, focusing on Japan's favorable catalysts and the impact of BOJ's normalization on its banking sector. The debate on US monetary policy and interest rates is explored, considering potential economic scenarios. The transcript concludes with an analysis of AI's influence on market leadership, emphasizing the need for diversification.

What are the potential impacts of the Fed's interest rate decisions on different sectors?

What does the speaker suggest could happen if the macro narrative changes before the third quarter earnings season?

What is the significance of AI in the current market leadership as discussed in the text?