CIC's Ethridge Expects More Cash to Come Off Sidelines

Malcolm Etheridge discusses market reactions to corporate guidance cuts, investor sentiment, and market trends. He explores indicators of peak bad news, treasury yields, and market correlations. The discussion also covers energy market dynamics and oil prices, highlighting the complexities of predicting market movements amid global events.

What is the significance of the dollar's impact on companies' earnings as discussed in the text?

What challenges does Malcolm Etheridge identify regarding the energy trade and oil prices?