Buying The Dips & Sticking To The Reflation Trade
Schwab Network
English - May 21, 2021 14:53 - 5 minutes - 29.6 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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"Right now, I think we are transitioning from peak earnings to peak multiples. The inflation scare ultimately fades as fiscal support moderates and workers return to the labor force," says Invesco's Talley Leger. He remains in the buying the dips camp, while sticking to the reflation trade.