Wells Fargo Expects Remaining Earnings to Be Positive

The video discusses the current earnings momentum among companies and its impact on the S&P 500. It highlights the positive earnings reports from various sectors like financials and energy. The video also compares the US market cap with global markets, noting a decline in the US's share despite strong earnings. It explores the reasons behind this trend, including a rally in international markets, particularly emerging markets, as funds move from cash to these markets.

Which sectors have been key in driving the S&P earnings higher?

• Financials and Energy

• Real Estate and Industrials

• Technology and Healthcare

• Consumer Goods and Utilities

What does the chart discussed in the video compare?

• US inflation rates with global inflation rates

• S&P performance with US market cap versus global market cap

• US GDP growth with global GDP growth

• US unemployment rates with global unemployment rates

Since the beginning of the year, what trend has been observed in the US market cap as a percentage of the world market cap?

• It has been increasing steadily.

• It has remained constant.

• It has been steadily declining.

• It has fluctuated without a clear trend.

What has contributed to the strong rally in international markets?

• Government interventions

• Increased domestic investments

• Decline in US market performance

• Flow of funds from cash on the sidelines

Which markets have seen more significant growth, according to the video?

• European markets

• Developed markets

• US markets

• Emerging markets