Tematica Research’s Mark Abssy takes a look at the past week including why it’s not the worst thing that oil prices and the Energy sector are lower and why Utilities aren’t as defensive a sector as they used to be.
Also, which candidate would be better for the inflation outlook? Spoiler alert: neither is good, but at least one plan (if you want to call it that) is going to be less painful.
Related: Key Impacts: On Again/Off Again Longshoreman Strike and Rising Middle East Tensions