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2min chapter
The Fed Won't Get their Soft Landing | Jim Bianco
Forward Guidance
The Inflation Beneficiaries of the Stock Market
The energy sector was the only spider sme 500 sector that was up year to date. The public plows money into um S p y but there's still trillions of dollars that's actively managed. Those trillions of dollars have decided that they need to play Inflation beneficiaries What is an inflation if you could drop it on your toe buy it right aluminum is an example of that So they're buying a lot of the things that would benefit from higher inflation Is is what I would explain to you that that's where it's going.
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