Markets

A US/China Trade War? First, Political Theater

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.

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WestRock Company (WRK): Free Stock Analysis Report

Schneider Electric SE (SBGSY): Free Stock Analysis Report

Micron Technology, Inc. (MU): Free Stock Analysis Report

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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