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The Mundane Never Looked So Good

机译:世间从未如此美好

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摘要

New year's is for fresh starts, resolutions, optimism. Except, it seems, on Wall Street this year. There, Scrooge is in. With 10-year Treasuries now yielding less than two-year notes, investors seem to be preparing for a cold winter, or at least a cooler economy. For one group of stocks, that points to good times ahead. Consumer staple companies, the makers of the mundane—toothpaste, breakfast cereal, cigarettes—like chillier economic weather. That's when their stocks shine.
机译:新年是新的开始,决心和乐观的一年。看来,今年华尔街除外。 Scrooge在那里。现在10年期美国国债的收益率还不到2年期债券,因此投资者似乎正在为寒冷的冬天或至少是凉爽的经济做准备。对于一组股票而言,这预示着美好的时光。消费必需品公司,平凡的生产商(牙膏,早餐谷物,香烟),例如寒冷的经济天气。那是他们的股票大放异彩的时候。

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