Chilton's Foster Says Trade Deal to Buoy China, EM

The video discusses the start of the earnings season, focusing on bank earnings and market expectations. It highlights the importance of stock picking in a volatile market, with a focus on valuation and fundamentals. The impact of global data, particularly from China and Europe, is analyzed, along with the US consumer's economic outlook. The video also explores valuation and investment opportunities, emphasizing the importance of durable revenue sectors and specific stock picks like Ball Corp.

What are the expectations for earnings as companies begin to report?

How did Citigroup's revenue performance relate to fixed income trading?

What factors are contributing to the mixed outlook for companies this earnings season?

How do you assess the fundamentals of companies in light of recent market performance?

What are the implications of the trade narrative on companies with export bias?

What is the significance of consumer confidence in the current economic climate?

What sectors are expected to perform well in 2019 according to the discussion?