and the broader inflation landscape. Crossmark Global Investments chief market strategist Victoria Fernandez joins Catalysts to provide insights on these developments.on rate adjustments. However, Fernandez emphasizes that the labor market"is the element they are watching right now," particularly focusing on whether it will"weaken enough to where it affects consumer spending."
Consumer spending has been driving this economy so much um with all of the stimulus that's been in play. And obviously the inflation component is going to be key, not just overall inflation, but we know it's that super core inflation that they're really watching. Look at some of those more staple, more value names that you can have in your portfolio to help buffer some volatility that I think we'll have um for the second half of this year.
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