Oil, Earnings as Warning Signs for Equity Investors

The video discusses the challenges in driving markets forward without strong fundamentals or stimulus, highlighting the high valuations in equities and the lack of momentum in the US economy. It examines the impact of the oil market and the dynamics between bond and equity markets, emphasizing the crowded trades in perceived safe havens. The discussion suggests a cautious approach, considering alternative investments and the need for economic improvement.

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What is the expected economic growth for the second half of the year?