Market Made Optimistic Assumptions on Trade War, Fed, Alpine's Hunt Says

The video discusses the anticipated 3% earnings growth for the next year and its implications for 2020. It highlights the importance of current earnings calls and the cautious approach of companies due to trade issues, affecting smaller companies more than larger ones. The discussion also covers market assumptions about future risks, including trade and Fed actions, and how these factors influence market dynamics.

In what ways do earnings calls play a crucial role in market expectations?

What is the significance of the employment numbers in relation to market reactions?