Slip-Sliding Through Sector Rotation

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The cold winds of volatility have been blowing through the markets, leaving many to question the durability of this bull market. Is this just good old-fashioned sector rotation, or the beginning of the unwinding of the risk trade that has propelled the stock market to multiple record highs this year?

Keith Lerner of Truist Wealth helps us navigate these recent shockwaves and identifies new opportunities for investors seeking stability. Plus, don’t call it a comeback, but bonds are having their best run in over a decade. And, all eyes will be on Nvidia this week as the chip giant reports its quarterly results, carrying the weight of investor expectations on its back, yet again.

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