Will Brexit Derail the Conservative Party?
- Tories deeply divided over Brexit terms, could be trounced in next election
- Conservative Party split over crashing out of EU or negotiating a trade deal
- Could UK government be toppled over thorny Irish border issue?
- Tenure of Theresa May’s successor as PM could be short-lived due to Brexit
|
Forces That Drive Equity Select Sectors
- After moving higher together, equity select sectors have diverged since late 2014
- Fed tightening, extreme moves in energy prices were behind their divergence
- 1% rise in inflation expectations could sink utilities, real estate, consumer staples
- Strong dollar could hurt energy and materials sectors, but would be neutral to tech
|
|
