Medley Global Advisors' Emons Talks Delta Variant Impact on Markets

The video discusses the interplay between market trends, the Delta variant, and economic indicators like the 10-year yield. It explores how central banks' actions influence market reactions and liquidity, and examines the impact of earnings season on market psychology. The discussion also covers global market dynamics, highlighting regional differences and challenges.

How are cyclical reopening stocks performing in the current market environment?

What observations can be made about the airline and hospitality sectors based on recent market trends?

What role does the earnings season play in shaping market narratives?