Q: Today the U.S. 10-year yield is ~1.4585%. If you believe this rate will be 2% by year end, what would be the most direct way to play it?
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Q: Recognising these 2 stocks are different, can you give your thoughts on both and if you had to choose one which would it be?
Thank you
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Bank of America Corporation (BAC)
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Goldman Sachs Group Inc. (The) (GS)
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JP Morgan Chase & Co. (JPM)
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Morgan Stanley (MS)
Q: I am looking for US financial names to add to my existing exposures in PYPL, and V, Would you prefer the investment dealers or money center banks? Which names do you recommend in these sectors?
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