Jeffrey Kleintop's Investment Themes To Watch

Jeffrey Kleintop says that he is watching the Macau hotel occupancy as gambling could be a gauge for China's economic recovery. In addition, German IFO and U.S. Durable Goods can show signs on capital spending. And finally, he provides his take on the Consumer Confidence readings in the U.S., Europe, and Korea. Are we seeing divergences based on vaccine rollouts?

The Watch List

26 Apr 2021

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Jeffrey Kleintop's Investment Themes To Watch

Jeffrey Kleintop says that he is watching the Macau hotel occupancy as gambling could be a gauge for China's economic recovery. In addition, German IFO and U.S. Durable Goods can show signs on capital spending. And finally, he provides his take on the Consumer Confidence readings in the U.S., Europe, and Korea. Are we seeing divergences based on vaccine rollouts?

The Watch List

26 Apr 2021