“The U.S. market is the place to be” and this earnings season proves it, argues Lisa Schreiber. She likes Home Depot (HD), citing rate decrease expectations and its “well diversified” customer base. Another pick is Broadcom (AVGO) even as investors scrutinize tech closely, noting that its custom business is a bright spot. The next catalyst she sees, “for better or worse,” is when we get the delayed economic data.