In the near term, I think we see a bounce in the reflation trade as we near the peak of the delta variant in the U.S., says Eddie Ghabour, Managing Partner at Key Advisors Group. He discusses a possible slowdown in the economy coming later this year, finding value in the real estate sector, and what investors should look for in Eurozone activity. He also talks about what to look for in the July employment report, as well as ETFs including XLRE, SPLV, and EZU. Tune in to find out more.
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03 Aug 2021
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