F.L.Putnam Investment's Hazen on the US markets

The video discusses the current market volatility driven by rising interest rates and its impact on various sectors, including tech and financials. It highlights the performance of companies like Microsoft, Alphabet, and Visa, and provides insights into the semiconductor industry. The discussion also covers consumer confidence, economic indicators, and the bond market's mixed signals regarding a potential recession. Finally, it offers investment strategies for navigating uncertain economic conditions, emphasizing diversification and high-quality equities.

What are the differences between soft data and hard data in economic analysis?

How do the bond market's signals reflect the current economic uncertainty?

What strategies are being recommended for positioning in the current market environment?