Crossmark's Fernandez: Fed to Hike in March, Then Hold

The video discusses the Federal Reserve's interpretation of economic data, particularly inflation, and its impact on monetary policy. It highlights market volatility and client concerns, emphasizing the need to understand the Fed's actions. The discussion also covers potential margin compression due to rising wages and supply chain issues, affecting earnings. Finally, it identifies investment opportunities in oversold market conditions, focusing on financials and cyclical value stocks.

Which sectors or stocks are currently considered oversold, and what is the rationale behind this assessment?

What strategies should investors consider in light of the current economic conditions and market trends?