Strategas' Chris Verrone: We’re seeing reflationary pulses, not ominous inflation

Market Trends - Strategas Research Partners 讨论了美元走强、能源股突破、全球再通胀信号 [1] Investment Strategy - Strategas Research Partners 对非必需消费品保持谨慎态度 [1] - Strategas Research Partners 倾向于银行、工业和半导体板块 [1]