Earnings Season Headwinds: Dollar, Wages, Growth

The video discusses the challenges and opportunities in the financial sector for 2017, focusing on earnings, the impact of a strong dollar, wage pressures, and the need to identify winners and losers. It also analyzes the financial sector, highlighting changes in business models and the role of big banks. The discussion covers the challenges faced by banks, including regulatory constraints and the shift towards utility-like operations, while also noting opportunities for private markets and the importance of effective management.

What factors are mentioned as potential headwinds for earnings in the upcoming period?

How does the strengthening dollar impact earnings according to the text?

What is the significance of wage pressure in relation to company earnings?

What opportunities are presented for private markets in the current banking environment?

What challenges do banks face in maintaining profitability according to the discussion?