JonesTrading chief market strategist Michael O'Rourke joins Morning Brief to provide insights into market dynamics, addressing economic expectations and escalating geopolitical tensions in the Russia-Ukraine War.

O'Rourke recommends Treasury yield investments (^TYX, ^TNX, ^FVX) to market participants. "The inflation concerns are a little overblown in the short term, and the selling was just overdone there," O'Rourke says, describing the current market as a "pretty attractive safe investment."

Analyzing the broader market landscape, O'Rourke highlights the post-election "euphoria" following President-elect Donald Trump's 2024 victory. He cautions that election outcomes don't automatically translate into policy, suggesting the market rally (^DJI, ^IXIC, ^GSPC) will be "hard to sustain" as campaign promises face practical implementation.

"I think going to year-end here, investors should be a little more cautious," O'Rourke advises. "We had a tremendous run and were pricing in expectations that will take time and work to achieve." He emphasizes that the current market "presents a great opportunity to be a little more defensive."

To watch more expert insights and analysis on the latest market action, check out more Morning Brief here.

This post was written by Angel Smith