Expect Increased Market Volatility Next Month, Says Abbot Downing’s Schleif

The video discusses the recent gains in global equity markets, highlighting investor nervousness despite the rally. It explores the role of liquidity and central bank actions in influencing market conditions, particularly as the summer approaches. The potential for increased volatility is noted, with factors such as social media, geopolitics, and lighter trading volumes during vacation periods contributing to market fluctuations. The discussion also touches on the Federal Reserve's impact on market stability and the significance of corporate activities like M&A and share buybacks in supporting equities.

What are the expected market drivers after the earnings season according to the discussion?

How might the vacation period affect market trading and volume?