Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
Morning Call
00:00
The Contrarian Call on Bonds
The SMA GTF is down this week like other parts of the market. However, it's far outperforming year day up more than 20%. What's giving you so much optimism when it comes to chips? Is it fundamentals or is it technicals? It's actually both Frank. And in terms of our allocation, we're slightly underweight equities which makes us a little overweight, the fixed income market right now.
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