The market moves from fear of rising rates to embracing the change in rates?
Im not sure either situation is a positive for investors medium term, and after the market has rallied now 50% off the floor we are no longer oversold. We give you our short to medium term trading approach.
Rising rates and a weaker Dollar are a function of the deficit and net real demand. Commodity equities and oil stocks are under the microscope for fresh opportunities.
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