Emerging Opportunities, the Fed’s Pedal to the Metal, and Three-peat for Oil? 1/19/23
With inflation slowing, but sticking around here in the US, should investors look overseas? Why Europe is beginning to look attractive—and why the Fed needs to pause rate hikes, according to one bond investor. Plus, oil was the top performing sector for two years in a row, could 2023 be a record three-peat? Amrita Sen weighs in with why she’s bullish.
January 19, 202344m 12s
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Show Notes
With inflation slowing, but sticking around here in the US, should investors look overseas? Why Europe is beginning to look attractive—and why the Fed needs to pause rate hikes, according to one bond investor. Plus, oil was the top performing sector for two years in a row, could 2023 be a record three-peat? Amrita Sen weighs in with why she’s bullish. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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