In this episode, we discuss the deteriorating corporate confidence, the impact of the strong dollar on US earnings, and explore whether air travel has experienced a permanent structural change.  We also preview tech earnings that flood in this week. 

Show Notes

00:00:00 Introduction

00:00:08 Declining Corporate Confidence

00:02:03 The Strong Dollar

00:04:16 Declining Ad Spend

00:05:06 Tech Earnings Week

00:06:52 The Fed Feeling the Pressure?

00:08:27 Opportunities in Europe

00:10:07 Permanent Structural Change in Travel?