Talking Data #41: What is the Growth versus Value Rotation About?
Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.
I am your host Kristen Radosh of Arbor Research and Trading. Our presenter today is Jim Bianco of Bianco Research.
Today Jim will discuss the Growth versus Value rotation.
· Economists are expecting the booming growth, what is driving this?
· Stocks are exhibiting a rotation from growth to value, what is driving this?
· What about reopening versus disruptive technology stocks?
Thank you for joining us today. As a reminder, Arbor Research & Trading is an institutional research and brokerage firm. Our two most prominent research offerings are Bianco Research & Arbor Data Science.
For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com or call 800-606-1872.