Navigating Market Volatility: Strategies for Buying the Dip and Managing Risks

Despite the recent market pullback, analysts believe it's a short-term dip and anticipate fresh record highs in a few weeks, presenting a buying opportunity. While some caution that downside risks are non-trivial and tail risks are real, others maintain that the narratives driving soft landing expectations remain unchanged. The recent inflation surprise has only marginally affected expectations for Fed rate cuts, but concerns persist about trends in supercore inflation and the potential for a "no landing" scenario.