No Part of the Market Is Truly Insulated From Virus: JPM’s Bilton

The video discusses the impact of the virus on various market earnings, highlighting the potential for sell-offs if supply chain disruptions worsen. It notes that while no sector is completely insulated, the US tech sector shows resilience, particularly in software services. The video also identifies weaknesses in energy, industrials, and financials, with European financials facing low expectations. The outlook for earnings growth remains cautious, with big tech continuing to play a significant role.

What factors contribute to the resilience of US earnings compared to other global economies?

How has the supply chain disruption affected different sectors, particularly in the tech industry?

In what ways can big tech firms influence the overall earnings season?

What challenges do sectors like energy and industrials face in terms of earnings?

What are the implications of low earnings expectations in European financials?