Wren: Brexit to Impact Earnings for up to 10 Quarters

The transcript discusses the outlook for the S&P 500, suggesting it may end the year higher due to stable valuations and dependable economic data. Brexit is viewed as an overemphasized scapegoat affecting market sentiment, with its impact expected to persist. Geopolitical events like Brexit and Turkey's coup attempt are considered minor in terms of global GDP impact, with the need for larger events to significantly affect U.S. markets. The discussion highlights the importance of confidence and fundamentals in driving market performance.

What does the speaker believe is necessary for the market to continue rising?

What geopolitical events does the speaker think could impact the U.S. market?