What's Behind Today's Selloff in U.S. Equities?

The video discusses the current state of the bond market, highlighting a range-bound environment and potential risk reversals. It analyzes the recent sell-off in US equities, attributing it to market volatility and uncertainty around the Fed's actions. The impact of consumer spending, wage growth, and oil prices on the economy is examined. Investment strategies are suggested, focusing on high conviction areas like health care and the credit complex. The video concludes with a discussion on hidden market catalysts and the potential benefits for US equities, considering Q3 earnings and relative value comparisons.

What sectors are currently viewed as appealing for investment according to the speaker?

What potential positives for US equities are mentioned in the discussion?