CNBC Fast July 3, 2024
Front and center and for us to consider. How do you see things now . I see things as a safe haven trade is in place. I still look at the environment and see a disinflationary trend and slower Economic Growth and the horrific growths of the weekend do nothing to reverse those two conditions. Thats what i see in front of us. I believe bonds over equities is where youll see more of the valuep opportunity, but within the equity market you still have the areas where there are strong tailwinds and we know thats the magnificent seven. You can make the case that energy is making a little bit of a come...