Market Sentiment and Policy Turmoil

Amanda Agati, Chief Investment Officer at PNC, notes that markets are increasingly viewing policy turmoil as background noise. Investors remain optimistic about equities, driven by hopes for interest rate cuts, while the bond market adopts a more cautious stance.

Technology Stocks as Safe Investments

Agati highlights technology stocks as a reliable choice for investors amid current market conditions. The sector is seen as a safe play, attracting attention despite the overall market’s mixed signals regarding interest rates and economic policy.