RBC's Golub Says Safety Stocks Are Getting Beat Up

The video discusses the current calmness in the market despite expectations of volatility due to political factors. It explores investment strategies in a rising rate environment, highlighting the performance of dividend-yielding stocks. The discussion also covers the risks associated with high yield stocks and the impact of economic indicators on consumer stocks, emphasizing the importance of confidence in the job market.

In what ways do consumer stocks reflect the overall macroeconomic picture?

What indicators suggest that the economy is improving despite challenges faced by certain stocks?