Eastsrping's Emerging Equity Team Finding Lots of Stocks It Favors, Graham Says

The video discusses the current market sentiment, focusing on bond bears and market volatility. It analyzes the implications of a steeper yield curve, indicating strong economic growth and its impact on equity markets. The discussion shifts to inflation and the Federal Reserve's potential rate hikes, considering wage growth and economic indicators. Stock market forecasts are examined, highlighting the effects of tax cuts on earnings growth. Finally, the video explores investment strategies in emerging markets, considering trade tensions and currency fluctuations.

What are the expectations for stock markets in relation to corporate earnings growth?

What factors should be considered when comparing emerging markets to U.S. markets?