Michael Reinking looks at consumer sentiment and the NFIB Small Business sentiment survey. The sectors he finds interesting are financials and materials, and he also scrutinizes crude oil and energy. “The inflation data’s going to be front of mind” for markets, he adds. On IPOs, he expects a “strong pipeline” this year, though uncertainty in D.C. could be delaying some names.
Trading 360
11 Feb 2025
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