What a Stronger Yen Means for Investors

The video discusses recent trends in the yen market, highlighting its impact on Japanese equities and ETFs. It explores the inverse relationship between the yen and Japanese equities, noting increased trading opportunities. The US earnings season is analyzed, with a focus on the Fed's data-driven approach and the potential for increased market volatility. The discussion includes the impact of energy and financial sectors on earnings, and the potential for telecom and consumer discretionary sectors to perform well.

What is the expected percentage drop in earnings for the first quarter compared to last year?

What sectors are expected to perform well in the upcoming earnings season?