Investors Are Having Trouble Parsing Rhetoric, Abbot Downing's Schleif Says

The video discusses how markets have been focusing on fundamentals while ignoring trade war noise, but recent days have seen an escalation in rhetoric. Despite this, growth bias remains a key strategy for investors. The complexity of global supply chains makes it difficult to trade on current implications. The bull market is analyzed, with its true start in mid-2016, and the role of regulations and tax changes in growth. The video also covers the importance of monitoring both soft and hard data to gauge economic confidence, with the Fed closely watching business decisions.

What factors have influenced the market's focus in recent days?

What are the implications of global supply chains on market reactions?

How has the perception of the bull market changed over time according to the speaker?

What indicators suggest that businesses might be delaying decisions?

What role do soft data and hard data play in economic assessments?