Third-Quarter Earnings Preview: Expectations vs. Reality

The video discusses the expected earnings growth for 2016 and 2017, highlighting the challenges in achieving the projected growth due to macroeconomic factors like oil prices and the US dollar. It also examines the impact of political risks on US stocks and market volatility, emphasizing the importance of focusing on fundamentals over political risks in investment strategies. The stabilization of oil prices and its influence on earnings is also covered.

What challenges are mentioned regarding the convergence of earnings growth lines?

What are the two macro forces supporting European and US earnings mentioned in the text?

How do political risks affect the stock market according to the speaker?

What factors are suggested to be more important than political risks for investors?

What is the expected earnings growth for 2017 according to the text?