Risk of a Pullback in US Markets Is Quite High: Oliver

The video discusses the current state of global markets, highlighting the potential risks and opportunities. It covers the outlook for the US market, noting the possibility of a pullback due to inflation and weaker economic data. The situation in China is analyzed, focusing on the impact of COVID lockdowns and the property market on global growth. Investment opportunities in China are considered, despite political risks. The Australian earnings season is also reviewed, showing positive trends despite challenges.

What is the speaker's perspective on the Australian earnings season compared to the US?

What challenges are companies facing in Australia despite rising earnings?