If you believe that inflation will remain sticky and interest rates are getting at most 1-2 cuts in the next twelve to twenty-four months, how do you see that effecting sectors like industrials and financials? I have modest investments in vanguard ETFs in those sectors (VIS & VFH) and wonder if now is the time to add to them or just hold.
I believe Powell and think we won’t be returning to previous levels for quite awhile. If this happens, what macro effect would that have?
