JPM's Lebovitz Sees Inflation, Earnings Driving Equities

The video discusses the potential impact of the Trump administration's policies on inflation, predicting a gradual increase in 2017. It explores the relationship between interest rates and equities, suggesting that moderate inflation and earnings growth could support market returns. The video also compares US and international markets, highlighting the challenges and opportunities for investors, particularly in light of currency effects and different economic cycles.

What is the speaker's perspective on the potential for earnings growth in the stock market?

What opportunities does the speaker see in international markets compared to the US?