Orr: Fed Needs to ‘Change the Narrative’ on Inflation, Like UNH & AI

“It’s a stock picker’s market,” Steven Orr believes, but the broad market is “way over its skis.” He walks through the sectors he thinks are best positioned, including healthcare. He likes UnitedHealth (UNH) in particular, along with C3.AI (AI) despite its recent earnings weakness. Steven also reacts to the latest inflation data and argues that the Fed “has to change the narrative” on the neutral rate.

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