What to Expect This Earnings Season

The video discusses the trends in S&P earnings since 2015, highlighting the impact of the energy sector and banking challenges due to falling interest rates. It explores the surprising market behavior of low bond yields and high stock prices, emphasizing the need for rising interest rates for market growth. The discussion includes forecasts for US interest rates, the influence of Brexit, and the global economic context, particularly the impact of European and Japanese economies on US rates.

Discuss the implications of weaker earnings and stronger multiples in the market.

What role does the performance of European and Japanese economies play in US interest rates?