Still Worth Taking Risk in U.S. Equities, Says JPMorgan's Peters

The video discusses the current earnings season, highlighting early disappointments and positive surprises. It examines the impact of economic growth softening globally, with a focus on the US market. The discussion includes an analysis of earnings growth, peak data, and future outlooks, emphasizing the resilience of the corporate profit cycle. The video also explores the implications of Fed policy on market dynamics, particularly the potential for yield curve inversion and its historical significance for equity market peaks.

What is the general sentiment about the early stages of the earnings season?

• It is overwhelmingly negative.

• It is sluggish with mixed results.

• It is too early to tell.

• It is clear and positive.

What is the expected earnings growth for the S&P 500 in the third quarter?

• 25-30%

• 20-25%

• 15-20%

• 10-15%

What does 'peak' data refer to in the context of the earnings discussion?

• The highest point of stock prices.

• The maximum level of economic growth.

• The top level of earnings growth and macro data sentiment.

• The peak of consumer spending.

How does the Federal Reserve's interest rate policy potentially affect the equity market?

• It only affects the bond market.

• It has no impact on the equity market.

• It can lead to a yield curve inversion, signaling a market peak.

• It guarantees continuous market growth.

What is the anticipated earnings growth for the US in 2019?

• 3-5%

• 5-7%

• 7-9%

• 9-11%