The new year has greeted markets with generally good news: The “Phase 1” trade deal between the U.S. and China has been signed; economic data are looking positive globally; and the corporate earnings reporting season has kicked off with mostly good news. We expect cyclical assets to do well against a backdrop of a modest […]
source https://thebtrader.com/2020/01/23/why-we-like-cyclical-assets/?utm_source=rss&utm_medium=rss&utm_campaign=why-we-like-cyclical-assets
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