"It could well be if the Fed is perceived to be less dovish — or more hawkish — than the market thinks then you could get what we think was, in the last two days, the start of a rotation back into the financials and that could move out into other cyclical areas," he said, noting beaten down energy could be one of groups benefiting. He pointed to small caps, up sharply Thursday as another group participating in a possible rotation.
发表于 2017-6-9 13:50
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发表于 2017-6-11 18:44
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