US stock futures are pointing lower this morning, with E-mini S&P 500 contracts down about 0.3% and Nasdaq-100 futures weaker by roughly 1.2%, as investors weigh solid US spending against stubborn inflation. Core PCE inflation sits at 3.4% year over year, which means the cost of living is still rising faster than the Federal Reserve would like, while real personal spending grew 0.3% and incomes rose 0.7% in May. This suggests households are still opening their wallets. The key question now is whether the Fed will feel forced to keep rates higher for longer, putting interest rate sensitive areas like growth stocks and housing related sectors under the microscope.

With inflation staying sticky and rates potentially higher for longer, investors may want to focus on 69 resilient stocks with low risk scores before volatility ramps up.