Stocks Still Best Game in Town for 2022, RBC's Calvasina Says

The video discusses economic predictions for 2021 and 2023, focusing on stock market trends, potential risks, and the impact of Fed rate hikes. It highlights the expected performance of the S&P 500, the role of PE multiples, and the shift from cyclical to growth trades. The speaker anticipates a strong economy with a focus on value trades in the first half of the year and a rotation back to growth in the latter half. The discussion also covers the expected deceleration in economic growth and the implications of Fed rate hikes on market dynamics.

What are the key factors influencing the economic outlook for the upcoming year?

How does the speaker view the performance of stocks compared to bonds in the next year?

What does the speaker predict about the S&P 500 for the next year?

What are the expected trends in market performance between value trades and growth trades?

What economic indicators does the speaker mention that suggest a deceleration in growth?