
It’s the Return of the Safety Trade
Real Vision: Finance & Investing
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The Real Vision Daily Briefing - Greg, I'm a Meme.
I'll try to summarize today's discussion for the audience, Greg. You basically think that global central banks will move from focusing on the deflation part of the deflation to the stack. If we look for equity sectors, energy, financials and industrials on overweight versus tech on underweight. And then I guess the dollar has peaked. Watch these base metals. They get whacked here again today. Freshmen's they're down dollars up 96 points.
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