How Investors Can Read the U.S.-China Trade Talks

The video discusses the challenges and opportunities in the market, highlighting the contrasting views of Wilbur Ross and Kudlow. It suggests that investors focus on key metrics like economic growth and earnings data, while ignoring market noise. The video advises favoring US exposure and quality investments, both in fixed income and equity. It also analyzes sectors like industrials and cyclical areas, noting potential earnings growth but advising caution due to mounting risks.

How does the text describe the current state of European markets?

What is the outlook for industrials and their earnings growth according to the text?