Small Caps, Bonds & Gold: Focusing on Critical Market Underpinnings
Schwab Network · Schwab Network
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Show Notes
Steve Kolano focuses on small caps and the steepening yield curve. In order for small caps to sustain momentum, he’s focused on economic factors rather than the bond market. He also digs into the labor market, looking to history to compare today’s unemployment conditions to past recessions. Steve also looks at gold, still at record highs, and argues it as a proxy for bonds and an inflation hedge.
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