Goldman's Kostin Likes 'High-Quality,' Less Risky Stocks

The video discusses the recent market sell-off, suggesting it was overdone and not aligned with strong economic fundamentals. It highlights the discrepancy between market actions and economic data, emphasizing the importance of investing in quality stocks during volatile times. The video also examines economic indicators like the housing market and business spending, noting that companies are investing heavily despite market volatility. The discussion concludes with a comparison of company investments and overall economic growth, suggesting that the economy is growing but decelerating.

According to the text, what is the expected trend in capital spending by companies?

What concerns are raised regarding the disconnect between economic growth and stock market performance?