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Earnings, Fed Decision and Recession in View
Bloomberg Businessweek
How to Play ETFs and Mid Caps
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We're seeing increasingly economists stop talking about recession and rottiting their second quarter and third quarter GDP estimates. At the same time, you see US equity strategists upping their forecasts for the S&P 500. There are some really solid mid cap names in there. That's a group we have to wear overweight,. small caps and mid caps. We're still in that camp for a second half. Can't do too much of the individual equities anyway. When it comes to ETFs, I think that's kind of nice this way to play a lot of those things. Especially mid caps or whatever.
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