What to Expect From the Second-Quarter Earnings Season

The transcript discusses the impact of trade tensions on earnings calls, expectations for a strong earnings season, and the sources of revenue growth, particularly from the commodity and technology sectors. It highlights the effects of tax reform on earnings growth and the dynamics between value and growth trades. The discussion also covers sector-specific margin growth, focusing on technology and transportation.

What is the significance of the 'value trade' in the current economic environment?

What challenges are transportation sectors facing in the rising commodity environment?