Adam Parker: U.S. Recession Probability 'Very Low'

The transcript discusses market trends, the probability of recession, and the behavior of consumers. It explores equity investment strategies, focusing on the bear case and market behavior. The analysis of US equities highlights risk-reward scenarios and valuation. The long-term market outlook includes forecasts and a discussion on productivity.

What is the speaker's opinion on the earnings growth forecast?

What long-term growth rate does the speaker anticipate for the S&P?