Emerging Money Daily Audio Call September 15
Emerging Money Daily Audio Call September 15 - Higher rates mean higher banks especially those most geared to the yield curve which we argue is European financials more than US financials.
The energy sector remains under allocated in notably under loved.
Oil prices continue to inch higher leaving 2017 average oil price estimates too low.
Is the Fed behind the curve. This mornings JOLTS data highlights how tight the labor market is without any wage pressure.
If wages move higher the Fed will move faster than folks expect.
Tune into your account for more information.
Share this:
- Click to share on Twitter (Opens in new window)
- Click to share on Reddit (Opens in new window)
- Click to share on Facebook (Opens in new window)
- Click to share on LinkedIn (Opens in new window)
- Click to share on Pinterest (Opens in new window)
- Click to share on Google+ (Opens in new window)
- Click to email this to a friend (Opens in new window)
- More
Emerging Money Video Picks
- Tim On CNBC Pro 6 Views
- Long Term History Emerging Mar.. 40 Views
- Tim Behind the Trade' Breakout.. 32 Views
Our Twitter Feed
EM News
- Xi calls on HK youths to serve HK, countrySource: Xi calls on HK youths to serve HK, countryPublished on 2017-06-30
- Xi calls on HK youths to serve HK, country