More Jobs, Less Oil, More Inflation?
As the third quarter gets underway, what do markets potentially have in store for investors after a volatile first half of the year?
In this week’s update, we are going to review the recent employment report, some of the cracks we have started to see in the technology trade, the energy sector’s role as it relates to inflation expectations, and how investors can use energy stocks to potentially protect themselves during times of stagflation.
Key Takeaways
- The jobs market remains tight and that’s driving wage inflation.
- The first distribution day could be a sign that value stocks are returning to favor.
- Energy and precious metals tend to perform well during times of stagflation.
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