BofA: 23 stocks benefit from 10 scarcity themes
Source: Bank of America, Bloomberg
$Apple (AAPL.US)$ $Microsoft (MSFT.US)$ $Meta Platforms (FB.US)$ $ASML Holding (ASML.US)$ $Disney (DIS.US)$ $KLA Corp (KLAC.US)$
$Apple (AAPL.US)$ $Microsoft (MSFT.US)$ $Meta Platforms (FB.US)$ $ASML Holding (ASML.US)$ $Disney (DIS.US)$ $KLA Corp (KLAC.US)$
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Lionnell : Russia interest rate now at 20% and y'all think we won't raise to 2%, we prob gonna raise to 4%
Josh Reed Lionnell : what does a 4% increase tell you in terms of how to invest?
Elizabethy : how much lower are we to expected??