Doug Porter Quotes
What's quite encouraging about some of the strength we've seen in recent weeks, is that we're almost seeing a rotation form one sector to another. In other words, while industrial products and technology have been the clear winner this year, there have been a number of supporting actors. 
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Encouraging | Strength | Weeks | Rotation | Form |
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Inflation is not necessarily showing up yet, but I don't think the Fed wants to wait around to see the whites of its eyes. It's gotten to a point where the U.S. economy is displaying so much strength that the market is almost telling the Fed it should act.
- Doug Porter
