Carillon Tower Advisors' Orton discusses U.S. Markets and Startegy

The video discusses market trends, focusing on the S&P 500's resilience despite sell-offs, driven by dip buying and market rotations. It highlights the impact of strong earnings and transitory inflation on market stability. The importance of quality growth is emphasized, even as economic data shows negative surprises. Small caps are identified as a potential growth area, with the Federal Reserve's stance on inflation being supportive of the market.

What has been the trend in the S&P 500 regarding dip buying?

• Investors are avoiding dip buying.

• Dip buying has been decreasing.

• Dip buying has led to a major market correction.

• Dip buying has been a consistent trend.

What has prevented a significant pullback in the S&P 500?

• Strong market rotations and rolling corrections

• High inflation rates

• Lack of investor interest

• Weak corporate earnings

How are companies managing inflation and supply chain challenges?

• By reducing margins

• By increasing prices significantly

• By navigating challenges effectively

• By cutting down on production

What is the current state of corporate margins in the S&P 500?

• At the highest level since pre-GFC

• Stable and unchanged

• At an all-time low

• Declining steadily

What is the significance of quality growth in the current market?

• It is irrelevant due to market stability

• It is only important for large caps

• It is crucial amidst economic surprises

• It is less important than before

What is the outlook for small caps in the market?

• They are expected to decline

• They have potential for growth

• They are irrelevant to market trends

• They are outperforming large caps

How do recent CPI numbers affect Federal Reserve policies?

• They have no impact on policies

• They support a cautious approach

• They prompt immediate policy changes

• They lead to increased interest rates