Roland Says There Could Be a Further Down Leg in Risk Assets

The video discusses market pricing, trade deals, and investment strategies amid changing market sentiment. It analyzes earnings and economic growth projections, highlighting the potential for volatility and small cap opportunities. The video advocates for a balanced investment approach, considering bonds and stocks, and examines the impact of trade issues on capital expenditure and GDP growth.

What factors are contributing to the current market decline?

What is the significance of the trade tariffs mentioned in the discussion?

How have earnings expectations changed for the upcoming quarters?

How does the discussion characterize the impact of last year's tax cut?

What strategies are suggested for investing in the current market environment?

What role does corporate cash flow play in the current economic outlook?

What are the potential risks associated with trade uncertainty as mentioned in the text?