The Challenges of Earnings Season

I think positioning is huge here, and we know we've created a very high bar for a lot of companies to leap over when it comes to earnings. But I think again, we're getting a reminder that overall, it's still a challenging macro economic environment. That's the reality check for the market that has been somewhat forgotten over the past three months since Q1 earnings were reported. So I think that the challenges here for the next couple of weeks will be tough to exceed these expectations.