WealthWise's Gilbert on US Markets

The video discusses the current state of treasury sales, the impact of the Federal Reserve's terminal rate, and potential returns on long-term government bonds. It examines the Fitch downgrade's effect on market sentiment and the influence of US CPI numbers on inflation. The video also covers the strength of the consumer market amid student loan repayments and the implications for corporate earnings. Additionally, it highlights geopolitical risks, particularly involving Ukraine and Russia, and their impact on investment strategies, emphasizing the resilience of US companies.

How are corporate earnings being affected by consumer strength and student loan repayments?

What geopolitical risks are currently influencing market conditions?

In what ways have U.S. companies demonstrated resilience amid economic challenges?