A View of U.S. and International Markets With David Joy

The video discusses the current market outlook, focusing on the impact of new policies and upcoming events like the Italian referendum and ECB meeting. It explores the potential for a year-end market rally, driven by cyclical sectors, and the influence of politics on market expectations. The discussion also covers future market gains, interest rates, and economic risks, highlighting opportunities in overseas markets, particularly in Europe and the Asia Pacific region.

What are the potential outcomes of the Italian referendum based on current polling?

How do the current political dynamics in the USA affect market expectations?

What are the expectations for earnings growth in the upcoming year?