Tag: XOP
- 19.02.2022
- Categories: Investment ideas, News, Personal finance
- Tags: GLD, PXD, SPX, XOM, XOP
Markets were again weak with the $SPX falling 1.6% during the usually bullish options expirations week. European markets and gold showed strength, while energy stocks stay on their 2022 roll. Inflation fears has caused JP Morgan to look for 7 interest rate increase in 2022, yet none greater than 25 bps. Bank of America sees …
Friday Investment Talk: Europe, Inflation, Interest Rates Read More »
- 11.12.2021
- Categories: Investing basics, Investment ideas, News
- Tags: CPI, interest rates, IWM, RSX, XLRE, XOP, XRT
High debt levels and inflation create difficulties for investors in 2022. ‘Financial Repression’ could become a household phrase. Inflationary pressures will put certain sectors in the spotlight. We watch oil and gas exploration and production, consumer staples and real estate as places for outperformance. A quick look the Russian ETF (RSX) reveals its need to …
Friday Investment Talk: Macroeconomics, Financial Repression in 2022 Read More »
- 3.07.2019