Some Asset Classes Starting to Reflect a Growth Slowdown: Skelly

The video discusses recent market trends, highlighting a tactical rally led by Mike Wilson. It examines the ongoing bear cycle and signs of a growth slowdown in various asset classes. The discussion includes expectations for earnings disappointments and market predictions for the S&P 500. Despite economic slowing, there is resilience in labor and spending, with opportunities in emerging markets.

What is the consensus view regarding the potential retest of market lows?

What are the implications of labor and spending resilience on the economic outlook?