Portfolio Manager George Cipolloni returned to "Mornings with Maria" to discuss the market's reaction to corporate earnings during the busiest Q2 earnings week. He highlights there are "tons of conflicts" in the market, explaining earnings are actually negative overall, but the gap between the S&P's valuation and index level would have investors thinking otherwise. George explained why he looks deeply under the hood of individual companies and continues to look for those with "sustainable margins and great balance sheets."
In addition, George shared his take on the labor market in light of the anticipated jobs data and why we may stave off a recession for at least a few more quarters.
Watch George's full interview on Fox Business here.
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