We Haven't Reached Peak Earnings, Says State Street's Heinel

The video discusses the market outlook, highlighting potential risks and an expected slowdown in earnings growth. It covers the impact of consumer demand and government transfer payments on the economy. Various experts provide differing predictions for 2022, with some expecting continued growth in the S&P 500. The discussion also touches on the importance of quality and valuation in market strategies.

What is the significance of the term 'anti forecast' in the context of the earnings outlook?

In what ways are small caps and European markets being considered in the current investment strategy?