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Surveillance: Bull Market with Yardeni
Bloomberg Surveillance
Is China Reopening a Recession?
I still like software here. I think semiconductors could hit an inflection point this year. But kicking off later this week will be financials. That's an area that we're not incredibly positive on because of the capital's markets risk for these large banks. European banks up more than 40% since the summer lows. They believe in a cyclical story, at least relative to where we were several months ago. The amount of demand for areas such as copper and cobalt nickel is also being driven as we shift to using more and more technology.
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