JPMorgan's Sullivan Sees Oversold Markets

The video discusses the Phillips curve's relevance, US fiscal policy's impact on debt and inflation, and market volatility trends. It highlights JP Morgan's forecast of a steepening Phillips curve, the inflationary nature of current US fiscal policy, and the potential for increased borrowing costs. The video also examines market volatility, noting that historical patterns suggest markets often rebound after volatility spikes, with a focus on earnings outlooks.

What does the text suggest about the relationship between market volatility and future sell-offs?

What is the outlook for the earnings of S&P companies based on the information provided?