Recent price action across the markets is all rates driven, notes Zachary Hill. He talks about how this move has been led by the long end. He discusses how stocks are set to close the week negative. He notes that economic strength has started to become consensus, a bit of a near-term warnings sign for us. He outlines why stock weakness could continue. He suggests that A.I. has the potential to impact virtually every sector in the economy and every country in the world. He examines the longevity of A.I. He then goes over sectors to keep on your radar, including financials which are his biggest underweight. Tune in to find out more about the stock market today.