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Surveillance: Pound Gets Truss-Inspired Boost

Bloomberg Surveillance

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The Energy Sector Is a Classic Business Cycle, Right?

I think we're still on the down under the cycle. We're going to have a way of expansion, and right now we're not. So during the contraction period, you want to be in safe havens. I know staples are little expenses, so it be picky there. Utilities versus reets have done well, and i still don't mind a little bit of energy.

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