RBC's Calvasina Says the Market Valuation Story Is Back

The video discusses current market conditions, focusing on earnings, the Fed's impact, and pricing power. It highlights the resilience of earnings estimates, the market's pricing of an aggressive Fed, and the potential for market recovery. The analysis also covers Q1 earnings confidence, pricing trends, and the performance of banks amid higher rates.

What factors are influencing corporate executives' pricing power as mentioned in the text?

What observations were made regarding the performance of U.S. banks in the recent reporting season?