The market is starting to understand that not all parts of the economy will cool at the same pace, says Louise Goudy Willmering. She discusses how the markets are mixed following the latest jobless claims and GDP reports. She talks about how the markets are trying to figure out how many jobs will be lost to reach the Fed's inflation target rate, noting that it is possible the market misjudged the Fed's commitment to "keeping rates higher for longer." She goes over how investors should focus on areas that generate stable earnings during periods of instability. Tune in to find out more about the stock market today.