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The Case for a Soft Landing
What Goes Up
The Oil Markets Look Attractive, Right?
Energy, financials and pockets of the consumer discretionary sector are seen as value traps. Energy is trading at free cash will yields over ten%, four per centage points above any other sector in the market. Financials traded sort of in line with the tenour treasury up until about two months ago - there's been a big disconnect between their performance and interust rates.
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