RBC's Cavlasina on the Treasury Rally

The video discusses the current state of the bond market and its impact on equity strategy, focusing on the challenges posed by low yields and growth expectations. It highlights the delicate balance between low yields and growth signals, and the implications for equity investors. The discussion also covers the upcoming earnings season, potential cost increases, and profit margin expectations. The video concludes with insights into sector positioning and anticipated market volatility.

What are the expectations of equity investors regarding profit margins in the upcoming reporting season?

What sectors does the speaker recommend positioning for heading into the earnings season?

How does the speaker describe the current market environment and its ability to handle bad news?