Morning Meeting: Bullish Outlook on Second Half of 2016

The video discusses market confidence, focusing on earnings trends and investor sentiment. It highlights factors like the dollar's stabilization and oil price recovery as key to earnings growth. The analysis covers promising sectors such as energy, technology, and financials, while cautioning against overvalued defensive stocks. It concludes with a discussion on risks and the persistent nature of uncertainty in markets.

What factors contribute to the confidence in market predictions according to the text?

How does the ISM manufacturing new orders relate to industrial production?

What are the structural factors that could lead to a 10% increase in earnings per share?

How do defensive stocks' valuations impact their perceived safety?

What risks are associated with the predictions made in the text?