Mueller: Staying Away from Tech, Looking to Reshoring & Energy
Schwab Network · Schwab Network
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Show Notes
Patrick Mueller sees opportunity in reshoring, energy, and fixed-income amid market volatility. He expects inflation to keep increasing, tied to the rise in oil prices. Between that and the shock February jobs report, he thinks the Fed is going to make some moves. He warns that we won’t see the pain from these recent moves hit for 3-6 months. “I wouldn’t have too much tied to tech right now,” he adds.
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