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U.S. and China Trade Tensions Back On

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Our Chief Equity Strategist and Economist, John Blank, has the latest Spoken Word on the market now.

John, trade tensions between the U.S. and China had appeared to be easing a bit, but now it looks like they’re heating up again. How much of a market headwind is this?

  • Now there’s political tension in Italy. News of that pushed our stock market lower earlier this week. How long might that weigh on markets?
  • How much more growth is left in this Bull Market?
  • There’s good growth in the Industrial Products Sector. What’s driving that?
  • Talking stocks, Industrials are Very Attractive and within that is a services and engineered products company—Harsco Corporation .
  • Info Tech is still Attractive. There you like KLA-Tencor (KLAC - Free Report) .
  • In the Materials group, you like a Mexican Steel Company, Grupo Simec, S.A. de C.V.

That’s the Spoken Word from our Chief Equity Strategist and Economist, John Blank. With John, I’m Terry Ruffolo.


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