Markets have been surprisingly resilient this year. Mo Haghbin says "buy the dip" investors have been re-entering the market, but he's taking a more cautious approach with a slight overweight to fixed income. Mo says inflation and inflation expectations, including the impact of tariffs, are key concerns, and he's not convinced the Fed will cut rates as many as four times this year. He also expects earnings guidance to be crucial, particularly around the tariff impact.