Macquarie Wealth's Lakos on Global Markets, Investment Strategy

The video discusses recent market trends, including the performance of stocks, the dollar, and bonds. It explores the impact of inflation and interest rates, with insights into central bank strategies. The video also covers earnings season and market reactions, highlighting the potential for future earnings decline. Additionally, it examines the influence of geopolitical events, such as Speaker Pelosi's visit to Taiwan, on market confidence.

In what ways is geopolitical tension affecting market confidence as mentioned in the text?

What predictions are made regarding earnings growth in the upcoming quarters?