Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24
Citi’s best and worst performing sectors before and after a Presidential election. BMO says Fed cuts won’t be a tide that lifts all boats, especially in the retail sector. Their analyst reveals the particularly rate-sensitive names to buy now. And the CEO of the largest railcar-maker in the US weighs in on the state of freight and the impact of southern border closures.
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Show Notes
Citi’s best and worst performing sectors before and after a Presidential election.
BMO says Fed cuts won’t be a tide that lifts all boats, especially in the retail sector. Their analyst reveals the particularly rate-sensitive names to buy now.
And the CEO of the largest railcar-maker in the US weighs in on the state of freight and the impact of southern border closures.
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