October Edition of Portfolio Construction – Energy Gridlock: The Sign of Economic Slowdown?
Global energy issues have caught investors’ attention over the past month. China is rationing electricity, power plants in India are running out of coal and Europeans are paying sky-high prices for natural gas. While North America is in better shape, the global issues are contributing to higher energy prices here, including at the gas pumps. So, how did we get here and will it cause a broader economic slowdown?
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