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U.S. And China Trade Tensions Back On

Published 05/31/2018, 04:10 AM
Updated 07/09/2023, 06:31 AM
KLAC
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Our Chief Equity Strategist and Economist, John Blank, has the latest Spoken Word on the market now.

John, trade tensions between the U.S. and China had appeared to be easing a bit, but now it looks like they’re heating up again. How much of a market headwind is this?

  • Now there’s political tension in Italy. News of that pushed our stock market lower earlier this week. How long might that weigh on markets?
  • How much more growth is left in this Bull Market?
  • There’s good growth in the Industrial Products Sector. What’s driving that?
  • Talking stocks, Industrials are Very Attractive and within that is a services and engineered products company—Harsco Corporation (HSC).
  • Info Tech is still Attractive. There you like KLA-Tencor (KLAC).
  • In the Materials group, you like a Mexican Steel Company, Grupo Simec, S.A. de C.V.

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



Grupo Simec, S.A. de C.V. (SIM): Free Stock Analysis Report

KLA-Tencor Corporation (NASDAQ:KLAC): Free Stock Analysis Report

Harsco Corporation (HSC): Free Stock Analysis Report

Original post

Zacks Investment Research

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