Finance
While Wall Street Parties, Focus on THIS Instead
Date: 2025-09-08 23:11:08
Markets are hitting highs…but are you seeing the risks that could change the story?
At the MoneyShow Masters Symposium in Las Vegas (July 15–17, 2025), Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, shares the key forces she’s watching that could shift the market in the months ahead.
From hidden labor market weakness to inflation pressures and elevated valuations, Victoria explains why she’s staying cautious while still finding opportunity. You’ll also hear her playbook for navigating volatility, spotting pullback opportunities, and positioning for the rest of 2025.
About Victoria Fernandez
Victoria Fernandez is Chief Market Strategist at Crossmark Global Investments, where she oversees macroeconomic analysis and portfolio strategy. A frequent guest on CNBC, Bloomberg, and Fox Business, she is known for her balanced, data-driven market outlooks.
CHAPTERS
00:00 – Consumer Spending Remains Resilient
02:00 – Wage Growth Offsets Inflation Pressure
04:05 – Disinflation Trends in Core Categories
06:10 – Sticky Shelter Costs Skew CPI
08:30 – Fed Pause Likely, Cuts Still Uncertain
10:20 – Household Net Worth Still Elevated
12:35 – Corporate Debt Maturity Risks Overstated
14:50 – Sector Rotation Driving Stock Performance
17:05 – EPS Growth Returning in Cyclicals
19:15 – Positioning for Volatility Into the Election
📅 Join us at the 2025 MoneyShow Toronto, September 12–13, at the Metro Toronto Convention Centre North!
Register now: https://toronto.moneyshow.com/
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