The Case for a Soft Landing
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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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