He names nine tech stocks — including his favorite mega-cap U.S. tech stock — as well as some smaller,"contrarian" picks.
However, as inflation data has improved, the willingness of committee members to do too much to fight inflation as opposed to too little is beginning to shift, the report states. In recent statements, a number of officials say the balance of risks has shifted and they are now feeling less urgency to tighten.
Market pricing points to a 44.6% chance of a final rate hike at the November meeting, according to CME Group data.British bank HSBC has revealed a bucket list of"must see stocks," in the U.K. regardless of how market conditions pan out over the rest of the year.
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