What's the Path for Equities Over Next Two Months?

The video discusses market sentiment, highlighting the need for better earnings visibility to break out of current trends. It examines increasing volatility, particularly in the Chicago Board Options Exchange, and the impact of oil and the dollar on earnings. The importance of consumer spending is analyzed, noting a shift towards housing and selective retail purchases. Investment strategies are explored, with a focus on utilities and potential impacts of Fed rate changes.

What factors are mentioned that could impact earnings visibility in the second half of the year?

What is the significance of oil and the dollar in relation to earnings?

How is the US consumer's spending behavior described in the text?

What sectors are suggested to be the next to experience a bear market?

What concerns are raised regarding the bond-like equities?