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Choppy Markets Favor Energy Over Tech

Choppy Markets Favor Energy Over Tech

Schwab Network · Schwab Network

March 4, 20267m 37s

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Show Notes

Market volatility remains elevated as rallies fail to hold and tech lags broader indices. Melissa Armo warns that persistent inflation and geopolitical risks could delay rate cuts until late 2026, favoring energy names like Chevron (CVX) and Exxon (XOM). She remains cautious on Big Tech and Boeing (BA), suggesting bearish strategies such as puts and short‑selling until clearer earnings catalysts emerge.


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