U.S. Consumer Price Growth Cools

The video discusses the current state of profit margins, the impact of the Delta variant on labor markets, and CPI inflation. It explores liquidity in the market and the potential timing of Fed tapering. The discussion includes trends in equity markets, highlighting the importance of a balanced portfolio with growth and value stocks. The video also examines consumer spending trends and investment strategies, emphasizing the role of companies like TJX and Capital One.

What role do small caps play in the current market dynamics?

What are the key considerations for investors when building a balanced portfolio?

How do consumer spending patterns influence investment strategies?