Citi's Levkovich Sees '10% Upside' for Equities

The transcript discusses the state of global and US equities, noting a rebound in the market despite weak momentum and investor skepticism. It highlights the start of the earnings season, with banks leading the way, and discusses the potential for revisions in earnings forecasts. The focus is on company guidance amid concerns like trade wars and Fed policies. The market is seen as anticipating these factors, with investors adjusting expectations accordingly.

What concerns were raised about the pace of the market rebound?

How did the sentiment metrics change from September to the current period?

What is the expected earnings growth for the upcoming quarter according to the text?

What factors are influencing the guidance that management teams are expected to provide?

What was the sentiment of institutional investors regarding earnings growth?