Lori Calvasina of RBC Capital Markets on Trade Uncertainty

The video discusses the impact of tariffs on stock forecasts and earnings expectations, highlighting a general complacency around trade wars. It analyzes the disparity between earnings and revenue beats, attributing it to cost controls and tax rates. The discussion also covers market positioning, investor sentiment, and sector recommendations amidst trade and political risks.

What observations were made regarding buyback activity in the first quarter?

How is investor sentiment reflected in the CFTC data on U.S. equity futures?

What are the key sectors identified for investment and their current status?