Hawks take flight, split on staples, and right names, wrong time? 3/22/22
The 10-year bond yield hit its highest level in 3 years following Fed Chair Jerome Powell’s hawkish “pivot” yesterday. That has experts calling for more front-loaded rate hikes. We’ll discuss the pros & cons of this new tightening timeline with a former Fed economist. Plus, there’s a growing divide in the staples sector between pandemic winners & losers. We’ll speak with an analyst who has his names to watch and avoid. And, KraneShares is launching a new ETF filled with energy names making the switch to renewables. But what about the oil & gas we need right now? We’ll explore.
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