What's Driving Investor Sentiment in the U.S.?

The video discusses the US economic growth, highlighting an improvement in momentum despite a weak first quarter. It examines earnings trends, particularly in the oil and financial sectors, and considers the impact of global growth and recession fears. The discussion shifts to investment strategies, emphasizing opportunities in Japan, contingent on yen stability. The potential effects of yen fluctuations on Japanese earnings are also explored.

In what ways might global growth impact the US economy moving forward?

What are the potential risks associated with the Japanese yen's performance?