HomeIndustriesRetailEmployment & Inflation are Still the Most Important Macro Issues

Employment & Inflation are Still the Most Important Macro Issues

We are potentially at the tipping point on rate cut certainty and significant stock rotation, notes Thomas Martin. He talks about how employment and inflation are still the most important macro issues. He then goes over his stock picks which include Micron (MU), Chipotle (CMG), and Procter & Gamble (PG).

Trading 360

15 Jul 2024

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