Carillon Tower Advisors' Orton discusses U.S. Markets and Startegy

The video discusses market trends, focusing on the S&P 500's resilience despite sell-offs, driven by dip buying and market rotations. It highlights the impact of strong earnings and transitory inflation on market stability. The importance of quality growth is emphasized, even as economic data shows negative surprises. Small caps are identified as a potential growth area, with the Federal Reserve's stance on inflation being supportive of the market.

What factors are contributing to the current dip buying behavior in the market?

How have corporate margins changed recently, and what does this indicate about the market?

In what ways are companies navigating challenges related to inflation and supply chain disruptions?

What does the term 'peak everything' refer to in the context of economic growth?

Discuss the implications of the economic data turning negative on market expectations.

What trends are observed in small-cap stocks compared to larger indices?

What is the significance of the CPI print in relation to the Federal Reserve's policies?