OCBC Bank Remains Medium-Term Positive on Stocks: Menon

The video discusses the faster-than-expected changes in market dynamics, focusing on the flattening yield curve and its implications for equities. It highlights the economic challenges in China, including regulatory crackdowns, and their impact on growth. The discussion also covers inflation trends in the US, noting the recent rise above 2% and its potential transitory nature. The video concludes with an analysis of corporate earnings, which have boosted stock markets, and provides an outlook for future earnings growth and market returns.

In what ways has the earnings season influenced stock market performance recently?

What expectations should investors have regarding earnings growth in the coming months?