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Supportive, global economic data has continued to roll in through January – this past week it took the form of better than expected Q4 Chinese GDP growth. Unsurprisingly then, equity markets continued their march higher, with the same sectors...
Rising interest rates, lower tax rates, and robust economic growth is a near-perfect combination for US bank stocks. Although the sector performed well through 2017, valuations still leave ample room for upside in the new environment. I would encoura