U.S. Stock Rally Stalls as Earnings Season Kicks Off

The video discusses the current market sentiment, highlighting that despite a challenging earnings season, stock prices remain near their highs. It explores volatility indices like the VIX and Credit Suisse Fear Barometer, which offer different insights into market sentiment. The discussion also covers the impact of economic factors such as the strong dollar and oil prices on earnings. Finally, it examines market valuations, noting that while the S&P is flat, valuations have risen, indicating a sensitive market environment.

In what ways have valuations changed despite the S&P remaining flat?

What implications does a low bar for earnings expectations have for investors during earnings season?