Is the Rout Finally Over for Stocks?

The video discusses economic expectations, focusing on inflation, commodity prices, and the yield curve. It analyzes the financial sector's performance and the impact of dollar trends on multinational companies. The SEC investigation into Valeant Pharmaceuticals is highlighted, along with its market implications. The video also covers market rotation, investment strategies, and the influence of oil prices on the market.

What are the implications of the Fed's interest rate normalization process?

What sectors does the speaker express a preference for in the current market environment?

How does the speaker perceive the relationship between oil prices and the S&P 500?