CBIZ CIO Rathbun on US Markets, CPI, Fed

The video discusses the Fed's stance on interest rates, emphasizing a 'higher for longer' approach due to persistent inflation. It explores market volatility, particularly in the tech sector, and anticipates a challenging earnings season. Consumer frugality and its impact on retail are highlighted, along with an analysis of the banking sector's health. Investment strategies focusing on liquidity, dividend stocks, and bonds are recommended in light of an expected economic downturn.

What insights can be gained from banking earnings reports regarding the overall economy?

What considerations should be made when evaluating opportunities in the banking sector?

Why is it important to maintain liquidity and have 'dry powder' in the current economic climate?