The Correlation Between Growth And Value Stocks

Laton Spahr shares his insights in the recent CPI report and how the bond market is not pricing in secular inflation. Even though we are in the steepest part of the economic recovery, we're going to normalize back in inflation to where we've been for the last five or six years. On the investing strategy side, there has never been such a negative correlation of technology to financials. This has allowed the market to broadly grind higher along side lower interest rates. Other pockets of opportunities are strong cash flow growth businesses and real estate which has pricing power.

Market On Close

10 Jun 2021

ON AIR
7:00 am
Futures

Get Market Minute

Daily insights for every investor

FOLLOW US

The Correlation Between Growth And Value Stocks

Laton Spahr shares his insights in the recent CPI report and how the bond market is not pricing in secular inflation. Even though we are in the steepest part of the economic recovery, we're going to normalize back in inflation to where we've been for the last five or six years. On the investing strategy side, there has never been such a negative correlation of technology to financials. This has allowed the market to broadly grind higher along side lower interest rates. Other pockets of opportunities are strong cash flow growth businesses and real estate which has pricing power.

Market On Close

10 Jun 2021