The Powell pivot and crash in rates is a game changer for risk assets near-term, notes Eddie Ghabour. He discusses macro factors driving the market, as well as how a Fed pivot and rates are influencing risk assets. He talks about strategies to consider for your portfolio, highlighting to look for divided plays that have upside due to being off 2021 highs, like energy, small caps, and potentially retail. He mentions that if we have acceleration in inflation, the market will whipsaw downward. He then goes over sectors investors should be watching. Tune in to find out more about the stock market today.
The Watch List
21 Dec 2023
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