Greg Swenson says the largest vulnerabilities for the U.S. equities are geopolitical volatility, inflation, fed tightening, rising rates, and signs of an economic slowdown. Given the ongoing conflict in Ukraine, he notes this presents an opportunity in defense, energy, and infrastructure, and to expect a return to higher defense spend in the U.S. and around the world.
The Watch List
21 Mar 2022
SHARE
Morning Trade Live
26 Jan 2023
Morning Trade Live
13 Jan 2023
Trading 360
22 Dec 2022
Futures
22 Feb 2023
The Watch List
04 Jan 2023
Trading 360
26 Jan 2023