TDI Podcast: China Stimulus, FOMC and Stocks That Could Fly (#279)
September 9, 2012 11:36 pm
China’s economy continues to slow, stimulus measures are everywhere. Stocks are reacting favorably to the notion that the FED is about to unleash a new round of QE. Woman are still spending and the big announcements this week: Apple and German courts on the 12th. Some stocks that we are watching and why inflation may be the best way to get this economy moving – but not how the FED is working it.
Stocks that may benefit from China infrastructure Stimulus:
- Cliff’s Natural Resources (CLF)
- Cemex (CX)
- Gerdau SA (GRR)
- US Steel (X)
- AK Steel (AKS)
- Freeport-McMoRan Copper & Gold Inc (FCX)
- Alcoa (AA)
- Vulcan Materials (VMC)
- Nucor (NUE)
- SPDR Materials ETF (XLB)
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