Still Worth Taking Risk in U.S. Equities, Says JPMorgan's Peters

The video discusses the current earnings season, highlighting early disappointments and positive surprises. It examines the impact of economic growth softening globally, with a focus on the US market. The discussion includes an analysis of earnings growth, peak data, and future outlooks, emphasizing the resilience of the corporate profit cycle. The video also explores the implications of Fed policy on market dynamics, particularly the potential for yield curve inversion and its historical significance for equity market peaks.

What are the expected earnings growth rates for the US in 2019 according to the speaker?

How does the speaker view the relationship between the yield curve and the equity market peak?