How to trade market volatility

Market Sentiment & Outlook - Despite volatility, the market's big picture view remains largely unchanged, with earnings expectations being encouraging [1] - The consensus is to stay the course, keep an eye on the ball, and avoid the noise [1] - Investors are looking past the shutdown and tariffs, maintaining a long position in the market [2] Banking Sector Insights - Banks are seeing opportunities in every segment of the economy, indicating broad strength [1] - Banks report the consumer remains resilient, with no indication of change in the forward-looking basis [1] - JP Morgan's CFO reported the busiest summer ever in deal making and M&A [1] Technology Sector Performance - Tech sector earnings estimates have been raised since the start of the earnings season, from 159% to 209% year-over-year growth for the quarter [1] IPO & M&A Activity - There have been more than 150 IPOs through September this year, with another 50 or so slated to happen [1][2] - Increased IPO activity and acquisitions in healthcare, technology, security, and software are positive signs [1]