China Weakness May Overshadow Earnings, Trennert Says

The video discusses concerns about the current earnings season, particularly focusing on the impact of China's economic slowdown. It explores the attractiveness of emerging markets, the influence of the dollar, and the tech sector's valuation. The importance of trade talks between the US and China is highlighted, along with discussions on peak margins and economic growth. The video concludes with an analysis of the bond market and fiscal policy's role in economic growth.

What does Jason suggest about the potential impact of trade negotiations on the market?

How does Jason describe the current state of the bond market?

What are Jason's expectations for economic growth in the US by the end of the year?