"Preparing for Market Uncertainty: Navigating the Week Ahead"

Equity markets are mixed as investors await new inflation data, with Phillip Colmar of MRB Partners warning that investors should prepare for a "no-landing" outcome, despite the Fed's potential rate cut. He notes a disconnect between consumer confidence and economic data, emphasizing the need to be cautious. Colmar suggests that the market is getting ahead of itself and recommends focusing on sectors like aerospace and defense, energy, mega-cap financials, and healthcare.