Positive ‘Real’ Interest Rates Are a Game Changer! (Part Two)
By Chris Konstantinos, CFA Energy Benefits From Higher Growth and Inflation SUMMARY The US is finally exiting the era of negative real interest rates. We think positive real rates tend to accompany a ‘reflationary’ backdrop of moderately elevated economic growth and inflation. We believe US energy stocks are uniquely well-positioned in a ‘reflationary’ backdrop. (Today [...]
The post Positive ‘Real’ Interest Rates Are a Game Changer! (Part Two) appeared first on ETF Trends.
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