Pictet’s Gaud on Earnings, Tech

The video discusses the slowdown in US consumer growth and its impact on the market, highlighting concerns about the US earnings season. It explores rising competition in the internet space, particularly for companies like Netflix, and the challenges they face. The discussion extends to global corporate concerns, with a focus on sector performance and cyclical companies. Finally, it covers investment strategies and market trends, including the stability of the US dollar and interest rates, and the timing for entering the tech space.

What are the implications of the slowdown in consumer growth in the US?

How does rising competition in the Internet space affect companies like Netflix?

What factors contribute to the volatility of consumer preferences?

What indicators suggest that the current economic cycle may be slowing down?

In what ways can companies prepare for potential downgrades in their earnings?

What are the potential risks associated with the current tightening in the corporate sector?

How might the global trade tensions impact the tech sector's supply chain?