Is the Dip in the Dollar Really Over?

The video discusses the potential appreciation of the US dollar due to expected rate hikes and easing policies in other regions. It examines the impact of the dollar on commodity prices, particularly oil, and how this affects investor behavior. The US earnings season is analyzed, highlighting the low expectations and subsequent market reactions. Finally, the video covers bearish calls on stocks like Apple and Chevron, while noting defensive investments in AT&T, Wells Fargo, and Ford.

What was the general expectation for the US earnings season, and how did it turn out?

Which companies are mentioned as being net sold by customers after their earnings?

What defensive stocks does the speaker mention as favorable at the moment?