Three Must-See Charts of the 2Q Earnings Season

The video discusses the S&P 500's earnings season, highlighting the strong performance of earnings growth and its implications for stock prices. It examines the relationship between cyclical and defensive sectors, noting that cyclicals are currently outperforming. The video also explores capital expenditure trends, emphasizing that it is a lagging indicator. The discussion concludes with a brief mention of Amazon's developments.

What implications does the earnings cliff have for future earnings growth?

What trends are observed in the current earnings season compared to defensive peers?