Equities risk a reversal in extreme bullish sentiment should growth surprise to the downside, notes Timothy Chubb. He questions if a soft landing is a certainty. He expects the landing may be a bit bumpier as investors and the Fed focus shifts from inflation to growth. He looks at how stocks bounce back thanks to tech strength. He then goes over his sector to target, health care. He mentions that the health care sector broadly features defensive growth characteristics and reasonable valuations. He highlights his stock pick Thermo Fisher (TMO). Finally, he goes over U.S. stocks versus international stocks. Tune in to find out more about the stock market today.