John Hancock's Miskin Sees Choppy Market Environment

The video discusses the current economic cycle, suggesting we are in a late cycle environment with mixed market data. It emphasizes the importance of risk management and tilting towards high-quality market segments. The discussion covers the value in financials, market reactions to economic data, and the outlook for earnings estimates, particularly in tech and healthcare sectors.

What factors are weighing on the lending growth according to the text?

What sectors are mentioned as having flat to negative earnings estimates?