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.