Decent US Earnings Season Pushing Markets to All Time Highs

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us that we are in the middle of US reporting season and that so far the decent set of numbers means that there are some good buys which include cyclicals and dividend payers. He also weighs in on his asset allocation strategy and has kept his high equity weighting despite a recent Goldman Sachs report that said that US funds had the strongest outflow since 2008.