U.S. equities stumbled as renewed trade tensions with China and disappointing earnings from major names like Netflix and Texas Instruments weighed on investor sentiment. Adding to the uncertainty, the White House is reportedly considering fresh export curbs on software made with U.S. technology. With GDP growth showing signs of resilience but inflation pressures and labor market slowdowns clouding the outlook, investors are asking: where to next.

George Schultze, Founder and Managing Member at Schultze Asset Management, unpacks the market reaction, assess the implications for sectors from housing to utilities, and share his investment outlook amid rising geopolitical and economic crosswinds.