Milford AM's Curtayne on Global Markets

The video discusses the current state of the earnings recession, noting that the S&P 500 earnings are down and may continue to decline. It highlights the challenges of inflation, driven by demographic changes and geopolitical risks, and the need for higher interest rates. The video contrasts bonds and equities, suggesting bonds may perform better in downturns. It also covers the complexities of trading in Japan due to BOJ policies and explores the opportunities and maturity of China's market reopening.

How does the speaker assess the current state of the equity market in relation to earnings expectations?

What does the speaker suggest about the future of inflation and its potential impact on the economy?

What are the implications of the China reopening for resource equities as mentioned?