Goetti: Continue To Favor U.S. Defensive Sectors

The video discusses the Federal Reserve's unprecedented actions of hiking rates and tapering simultaneously, causing market nervousness. It explores the impact on bond and equity markets, highlighting concerns about inflation and economic slowdown. The discussion includes predictions on bond yields, inflation trends, and the Fed's policy impact on tech stocks. The video concludes with an outlook on defensive sectors and market predictions, emphasizing the potential for policy errors and the importance of monitoring economic indicators.

What are the defensive sectors mentioned by the speaker that may perform well in a slowing economy?

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What is the speaker's outlook on the job report and its potential impact on the market?

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How does the speaker view the relationship between interest rates and inflation?

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