Macquarie Wealth's Lakos on Global Markets

The video discusses the gap between market communication and perception, focusing on the differences between 2022 and 2023. It highlights inflationary pressures, market volatility, and the forward-looking nature of equity markets. The discussion extends to bond yields, economic indicators, and the impact of corporate earnings, particularly from major companies like Alphabet and Amazon. The video also addresses the Adani Group's market challenges and the broader implications for risk management.

What is the significance of the earnings reports from major companies like Alphabet and Amazon?

What concerns are raised regarding the Adani group and its impact on the market?