The bull market in our view is very much intact, says Truist Wealth's Keith Lerner

• The bull market and uptrend are intact, with a healthy reset in valuations.
• Market focus will shift to macro factors (inflation, interest rates, economy), leading to a potentially choppy period.
• Recommends adding to equities, particularly during seasonal weakness, and likes sectors such as Financials, Healthcare, and Energy.
• AI/Tech remains a dominant theme, with Nvidia's earnings being a key barometer for the sector and broader market sentiment.
• Monitors the 10-year Treasury yield (ideally below 4.80%) and tight credit spreads as indicators of economic resilience.

Keith Lerner of Truist Wealth believes the bull market remains intact despite an expected choppy period as the market shifts focus from earnings to macro factors like inflation and interest rates. He recommends adding to equities for underweight investors and highlights specific sectors like AI/Tech, Financials, Healthcare, and Energy.