RBC's Calvasina Sees Inflation Moderating, Likes Tech

Lori Calvina from RBC Capital Markets discusses the current state of the U.S. equity market, focusing on moderation trends, portfolio positioning, and the balance between growth and value investments. She provides insights into market valuations, recession indicators, and future market outlooks, emphasizing the importance of being selective in investments, particularly in the tech sector. The discussion also covers market sentiment and positioning, highlighting the need for strategic adjustments in response to economic shifts.

How does Lori describe the shift from value to growth in the current market?

What indicators does Lori suggest to watch for signs of a recession?

What is Lori's view on the relationship between market performance and economic conditions?