Geopolitical risks that cause volatility are buying opportunities: Ayako Yoshioka

Market Volatility & Earnings Season - Market volatility has returned as earnings season begins [1][2] - Initial bank earnings were positive, with Goldman Sachs and JP Morgan recovering from lows, and Wells Fargo performing strongly [2] - The start of earnings season is expected to be generally positive [3] - Treasury yields are down, boosting rate-sensitive sectors like home builders, which are up 3% [6] Market Trends & Sentiment - A broad reversal occurred, benefiting indexes and riskier assets like small caps and unprofitable companies [4] - A "mechanical dip buy" occurred in the morning, with retail investors supporting the market near Friday's low and the 50-day moving average [4] - The market is attempting to digest macro risks without overreacting, acknowledging that the backdrop is not perfect [6] - The market is expected to continue to experience choppiness [6] - Tech power and the AI theme are expected to continue driving markets higher [7] - Dips caused by social media posts and geopolitical risks are viewed as potential buying opportunities [7] Risk Factors - Social media posts from the president pose a risk to the market [1] - Trade headlines initially disrupted the low volatility upward trend [5] - The market has not fully cleared away risky, speculative assets [5]