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A US/China Trade War? First, Political Theater

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Let’s get the Spoken word now on Political Theatre and its impact on the market, from our Chief Equity Strategist, John Blank.

John, is a trade war with China weighing on the market as many have said, or is this simply Political Theatre?

  • What other Political Theatre is in play that may be a market headwind?
  • You’ve identified the Info Tech, Energy and Materials sectors as those that will drive outperformance of S&P 500 companies. Why these?
  • Stocks in those sectors…Micron, Schneider Electric SE and WestRock Company.

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


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