Javelin Wealth's Davies: Underweight US Stocks

The video discusses economic trends, focusing on inflation in the US, potential recession, and earnings forecasts. It highlights the impact of retail sales and economic indicators, and provides an outlook for the UK and Europe. The analysis extends to China and Japan, considering market recovery and regulatory changes.

What are the implications of the earnings forecast changes for Wall Street?

In what ways has the market already discounted bad news from the previous year?

How is the reopening of China expected to affect its economy in the coming months?