The second quarter of this year will be the fastest GDP quarter that we had since 1952. So basically since the Marshall Plan and the rebuilding of Europe after World War II, the firm s chief U.S. equity strategist and head of quantitative research told CNBC s Trading Nation on Wednesday. The economy is on fire.
Yet growth, which includes technology, has been catching a bid with the benchmark 10-year Treasury Note yield tumbling to February lows this week. On Wednesday, the yield dipped below 1.30% at one point. If you believe things are slowing more aggressively, then you want to be a growth investor, said Golub. You want to be rotating back towards tech, and that s what s been happening more recently with the falling interest rates.
Suisse-jonathan-golub
Nasdaq
Wall-street
Jonathan-golub
Marshall-plan
World-war
Treasury-note
ஸ்யூயி-ஜொனாதன்-கொலூப்
நாஸ்டாக்
சுவர்-தெரு
ஜொனாதன்-கொலூப்
மார்ஷல்-திட்டம்
The second quarter of this year will be the fastest GDP quarter that we had since 1952. So basically since the Marshall Plan and the rebuilding of Europe after World War II, the firm s chief U.S. equity strategist and head of quantitative research told CNBC s Trading Nation on Wednesday. The economy is on fire.
Yet growth, which includes technology, has been catching a bid with the benchmark 10-year Treasury Note yield tumbling to February lows this week. On Wednesday, the yield dipped below 1.30% at one point. If you believe things are slowing more aggressively, then you want to be a growth investor, said Golub. You want to be rotating back towards tech, and that s what s been happening more recently with the falling interest rates.
Suisse-jonathan-golub
Nasdaq
Wall-street
Jonathan-golub
Marshall-plan
World-war
Treasury-note
ஸ்யூயி-ஜொனாதன்-கொலூப்
நாஸ்டாக்
சுவர்-தெரு
ஜொனாதன்-கொலூப்
மார்ஷல்-திட்டம்