BNY Mellon's Liz Young on Earnings

The video discusses the economic implications of industrial earnings, inflation, tariffs, and capital investment, with a focus on the role of China. It explores potential market leaders, particularly in the financial sector, and analyzes high yield bonds and market dynamics. The impact of wage pressure on earnings and margins is also examined.

Which sectors are highlighted as potentially leading the market, and why?

What is the significance of the yield curve steepening for financials as per the text?

How does the text describe the current state of high yield bonds in the market?