What's Ahead for U.S. Markets in 2H

The video discusses the market's strong start and subsequent fade, analyzing the first half of the year with a focus on market defense. It explores the impact of policy and trade on earnings and global markets, highlighting the role of monetary policies in different regions. The discussion includes valuation premiums for U.S. stocks compared to European and Asian stocks, and the potential impact of trade policies on growth and earnings. The video concludes that U.S. growth prospects remain strong despite trade challenges.

In what ways do US valuations compare to those of European and Asian stocks?

What potential impacts could tariffs and trade policies have on US earnings growth?