Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24

Citi’s best and worst performing sectors before and after a Presidential election. 

BMO says Fed cuts won’t be a tide that lifts all boats, especially in the retail sector. Their analyst reveals the particularly rate-sensitive names to buy now.

And the CEO of the largest railcar-maker in the US weighs in on the state of freight and the impact of southern border closures.