Bull Run in Markets Still Intact, Duff & Phelps' Creswell Says

The video discusses the ongoing bond rally and the disconnect between stocks and bonds, highlighting the impact of global uncertainties like the trade war and Brexit. It examines bond and stock volatility, using Bloomberg's GTV chart to illustrate the differences. The discussion covers economic indicators such as employment, GDP growth, and SMP earnings, noting their influence on the bull market. The video also explores sector-specific impacts, particularly on semiconductors and REITs, due to escalating trade tensions.

What indicators suggest that the bull market may still have strength despite current uncertainties?

In what ways might the upcoming earnings season be affected by trade tensions?