Earnings Season: The Good, The Bad & The Ugly

European market strategist Mike Field expected a mixed bag this time around, but have his fears come true?

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#earningseason #investing #marketupdate

01:10 - Consumer Stocks and Pricing Power
03:04 - Luxury Sector Mixed, LVMH Outperforms
04:46 - AI Stocks Overvalued, But Not Crazily So
07:03 - Pharmaceutical Outlook – Pfizer Undervalued
10:36 - The Shipping Forecast
14:30 - Macroeconomic March