Earnings-Driven Bull Market

<p>"The effect of China reopening is coming through. Should the Federal Reserve have done a 50BPS interest rate hike? The Fed will be higher for longer. Net purchases for U.S. stocks by foreign investors rose to a two-year high. Buying dips this time has everything to do with inflation and less to do with liquidity. Best opportunities are in growth areas with earnings supported by consistent disinflation," says Ben Emons.</p>