What's the Big Idea? Here's What Could End the Fed Put

The video discusses key market events, including the start of the earnings season in the US and Jerome Powell's testimony. UBS suggests that worsening corporate earnings could impact the Fed's influence on the market. Historically, markets have reacted positively to bad economic news due to potential Fed rate cuts. However, UBS indicates that when earnings growth falls below zero, this dynamic may change. The current earnings growth for the S&P 500 has significantly decreased, and the ISM new orders index is at a critical level. UBS warns that earnings expectations are slowing more rapidly than economic indicators suggest, hinting at other influencing factors.

What does UBS suggest will spoil the Fed put on the market?

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At what point does UBS believe the dynamic of bad news being good news for stocks will stop?

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What has happened to the 12-month estimated earnings growth for the S&P 500 according to Bloomberg data?

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What critical threshold is the I SM new orders index currently at, and what does it indicate?

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What does UBS argue about the current state of earnings growth compared to the economy?

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