Will Earnings Disappoint?

Dana Deoria discusses market volatility, the role of equities as a long-term inflation hedge, and the impact of real yields on markets. She highlights consumer stress due to inflation and the potential limits of corporate pricing power. The conversation also covers the outlook for financials, defensive market rotation, and international relations concerning the Ukraine war.

What challenges do companies face regarding input costs and labor?

What is the outlook for buybacks in the current economic environment?

What are the implications of a potential recession on the banking sector?