HomeMarketsIndicesScott Shellady Covers SPX Sector Laggards
Scott Shellady Covers SPX Sector Laggards

Scott gives his thoughts on the strength and speed of 10 year yields rising as well as concerns of higher crude oil price on inflation. There are some inflation and volatility concerns, but the reopening theme might be ahead of itself. GDP will rise ahead of trend, but that is not be long lived with a large fiscal debt hangover. To ensure a hedge against inflation and volatility, Scott is bullish on gold.

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23 Mar 2021

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