Carnegie Investment Counsel on US Markets

The video discusses the uncertainties in investing, highlighting the impact of global economic factors like crude prices and potential US government shutdowns. It explores opportunities in fixed income and equity markets, emphasizing the importance of macro trends. The discussion also covers labor issues, consumer behavior, and the challenges companies face with pricing power amidst inflation.

What opportunities are identified in the equity market despite market gyrations?

How might a government shutdown impact market conditions and data availability?