Editorial companion

What stands out

On Fox Business's Making Money, Matrix Asset Advisors president David Katz warned that while stocks have been strong, the second half of the year will be more volatile and suggested investors consider consumer staples. That is a useful, plain-language signal: when strategists point to staples, they are implicitly flagging a risk-off tilt where stable cash flows and steady demand matter more than growth narratives. Bloomberg has been flagging similar headwinds, higher interest rates and shaky market pillars, so Katz’s call is part of a broader conversation about where to shelter capital until market clarity returns.