HomeIndustriesHealthcareConsumer Strength Masks Pockets of Weakness
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Consumer Strength Masks Pockets of Weakness

Consumer Strength Masks Pockets of Weakness

John Petrides sees value in the health care sector, particularly in med tech, and big names doing international business. He overviews commodities and the bond market, where he expects corporate credit to be in more demand than U.S. debt. He thinks that the consumer is strong in some areas and weak in others, and that will show up in markets and data as inflation stays sticky.

Market On Close

09 Dec 2024

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