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The recent rise in bond yields post FOMC is denting the equity market. Despite that here are a couple of sectors seeing some action as obvious picks for the "Reopening trade". The iron ore price is bottoming. Ideas in the podcast today include Incitec Pivot, A2 Milk and IAG.
If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations.
The recent rise in bond yields post FOMC is denting the equity market. Despite that here are a couple of sectors seeing some action as obvious picks for the "Reopening trade". The iron ore price is bottoming. Ideas in the podcast today include Incitec Pivot, A2 Milk and IAG.
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