GLOBALT Investments' Buchanan on US Markets

The video discusses the current economic outlook, focusing on inflation and labor market conditions. It analyzes the Federal Reserve's policies and market reactions, highlighting the potential for continued hawkishness. Investment strategies are explored, with a focus on cash, bonds, and equities. The video also addresses concerns in the commercial real estate sector, emphasizing geographic factors and refinancing challenges.

What strategies are being employed regarding cash and bonds in the current market?

In what ways has the investment landscape changed according to the text?

How are earnings expectations expected to influence the equity market moving forward?