Surveillance: Energy Policy with Malpass (Podcast)
Bloomberg Surveillance
00:00
Equity Strategy Team Is Overweight
We're still overweight utilities and health care. We think the market will gravitate and pay an increasing premium for those sectorss as growth risks continue to abound. On commodities, i think it remains a story of energy versus metals. But for oil prices, we think they're moving higher over the next three months. And that's on the back of the fact that we think fed is much more likely to meet or beat implied rate expectations than the e c b.
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