Unemployment will have to go up significantly before we see inflation trend downward, says Randy Sevcik. He discusses how markets turn negative after bouncing off lows. he talks about the jobs report, highlighting that business investment only grew 1.4%, but almost entirely inventory growth. He also goes over his sector picks which include energy, health care, and tech and his sectors to avoid which include real estate and consumer discretionary. Tune in to find out more about the stock market today.
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