Given the market rebound, is the fog of war lifting or masking underlying deterioration?
Sam
Liz Ann Sonders
Today investors are focused on fundamentals: stock market up despite oil up, yields down, dollar down - opposite of recent war pattern.
What are you making of wartime earnings updates from companies like Honeywell?
Sam
Liz Ann Sonders
Analysts have only adjusted earnings estimates upward for industries benefiting from higher commodity/oil prices.
What will be critical in the FOMC messaging?
Sam
Liz Ann Sonders
March meeting brings updated economic projections and dot plot showing wider divergence of opinions.