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Hedgeye Director of Research Daryl Jones appeared on CNBC’s Closing Bell this afternoon to discuss the US stock market and earnings season. Jones noted that with lower volatility and the Federal Reserve taking a more subdued approach to market participation, the climate for US stocks is undoubtedly bullish. As more companies report in the S&P 500, chances are that the majority of earnings will come in at or above expectations.

You can watch the full clip of Daryl discussing the markets in the clip posted above. Skip ahead to 1:15 to go straight to Daryl.