JPMorgan AM's Anderson on U.S. Economy, Markets

The video discusses the longest economic expansion in U.S. history and the role of central banks in prolonging it. It explores concerns about the economic cycle ending and provides investment strategies, suggesting a cautious approach with a focus on high-quality bonds. The video also examines the upcoming US earnings season, highlighting the impact of tariffs and market expectations.

What indicators suggest that the U.S. is in a late economic cycle?

What factors are influencing the current outlook for U.S. earnings season?