Kent Engelke
Kent Engelke
biggest companies growth hit interest issue rates rather sensitive tech
The biggest issue for tech is interest rates. Companies sensitive to growth rates as well as interest rates are getting hit rather hard.
bonds both conclude monetary rationally stocks
If one only concentrated upon monetary policy, one could rationally conclude that both stocks and bonds would be crushed.
carefully consumer investors looking retail sales sign spending
Investors are going to be looking carefully at ... retail sales for any sign that consumer spending may be slowing.