Sandip Bhagat | Source | Chief Investment Officer at Whittier Trust Company
Sandip Bhagat
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Any discussion about earnings is quite like a red herring.
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The biggest dynamic in the market right now is the growth story. We're in the midst of a synchronised global recovery in growth and corporate profits are rising. Trade wars, tariffs and inflation worries are just "distractions".
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Risks to the rally do exist, but they pale in comparison to the economic growth we're seeing.
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'Like a red herring': Why one CIO says earnings are irrelevant this year
Earnings season for banks begins Oct. 15, when J.P. Morgan Chase, Citigroup and Wells Fargo are scheduled to announce their Q3 results. However one CIO says earnings are not the focus in the market.
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Asian markets rally as energy firms track oil surge
[HONG KONG] Asian markets enjoyed another day of gains Thursday as energy firms tracked a surge in oil prices, while fears over Syria and a possible China-US trade war eased. Read more at The Business Times.
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Whittier Trust Company (http://www.whittiertrust.com)
Chief Investment Officer