Cetera Finance Group's Goldman on US Markets

The video discusses market expectations, focusing on the FOMC meeting insights and the implications for equities. It highlights the bond market opportunities amid rising interest rates and the Fed's strategy of maintaining higher rates for longer. The discussion shifts to consumer resilience, noting the increase in credit card debt and the potential for a mild recession. Finally, it explores investment strategies, emphasizing value investing and sector preferences like industrials and financials, while considering international exposure due to expected currency fluctuations.

What factors contribute to the current state of the consumer economy?

How do you interpret the term 'rolling recession' as discussed in the text?

What investment strategies are suggested for the current market conditions?