Crossmark GI's Fernandez on US Economy & Investment Strategy

The video discusses the challenges of identifying a market bottom, highlighting technical indicators like the VIX and central bank policies. It emphasizes the need for tactical investment strategies, focusing on value stocks, defense, financial, and retail sectors. The impact of rising input costs on earnings is analyzed, with a focus on company-specific strategies to manage these pressures. The economic outlook considers the strong labor market, potential recession risks, and the Federal Reserve's focus on inflation control.

In what ways is the labor market affecting the current economic outlook?

What challenges does the Federal Reserve face in controlling inflation?