Crossmark's Fernandez Says Let the Selloff Shakeout

The video discusses the current state of equities, focusing on companies like NVIDIA, Microsoft, and Meta, and the broader market ecosystem. It advises caution in investing, suggesting a focus on industrials and financials. The energy sector is analyzed in light of AI and policy changes, with a shift towards midstream investments. The bond market is examined, highlighting algorithmic buying and the Federal Reserve's potential actions amid growth and inflation expectations.

What shifts in investment strategy are suggested for the energy sector?

How does the current volatility in the market affect the Federal Reserve's decisions?