Posts Tagged ‘consumer discretionary’
Let’s Focus On Understanding the Markets Right Now
Is recession around the corner? Will inflation spike as China reopens? Will the Fed stop raising rates in ‘23? We can talk all day about what might happen. And sure, it’s reasonable to say that rising interest rates are not conducive to growth assets or that the longer rates remain high the more damage could…
Read MoreIt Never Pays to Trade the Headlines
It’s always something… Today Putin, last week it was the Fed and inflation, and for so long before that, it was COVID… the headlines du jour. Most of it is baked into the price of stocks, bonds, or commodities by the time journalists turn your attention to it anyway. So please tell me, when has…
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