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??