Liquidity, Volatility and the Impact of Rates on US Equities

A webcast presentation as part of the CMT Association’s Americas Summit.

Ari presents his market outlook for US Equities in relation to the economic recovery post-Covid. Ari will walk through the process and tools he uses to monitor markets to help clients stay abreast of the next major turning point. His work blends a top-down perspective on the business cycle and long-term trends with a bottom-up approach toward sectors and industry groups. Ari will discuss the important trends he is watching, and ways to identify the strongest stocks in the strongest industries in the strongest sectors.