What is Behind Today's Stock Slide?

Andrew Slimmon discusses the impact of geopolitical risks and Fed pivots on market actions. He advises on investment strategies during market pullbacks, emphasizing unemotional decision-making. The discussion covers regional market performance, highlighting emerging markets and US equities. Credit markets and Fed policy are analyzed, with a focus on corporate earnings. The tech sector's potential as an investment is evaluated, considering market risks and economic slowdown concerns.

How does Andrew view the current state of large-cap tech stocks?

What risks does Andrew identify regarding the economy's potential slowdown?

What does Andrew say about the upcoming inflation prints and their implications?