U.S. Earnings to Remain 'Soft,' Informa Financial Says

The video discusses the performance of cyclicals versus defensives, highlighting how cyclicals have gained despite falling bond yields. It contrasts the narratives of bond and equity markets, noting that bond markets signal a slowdown while equities are buoyed by global accommodative policies. The discussion shifts to the U.S. stock market, predicting soft earnings due to factors like a strong dollar and trade uncertainties, with expectations of negative to flat growth.

What is the relationship between the Fed's actions and equity market movements?

What concerns are raised regarding the bond market's signals?