Bracing for an Earnings Slump, Is It All Bad News?

The transcript discusses the current market outlook, focusing on earnings expectations and potential surprises due to revised estimates. It compares the current year with the previous one, highlighting differences in economic conditions. The discussion also covers market valuation, the impact of inflation, and the shift in market leadership towards international and emerging markets. The potential for new investment opportunities is also explored.

What signs indicate that the current secular bull market may be running out of steam?

In what ways have market leadership trends shifted in the first quarter of the year?