'Higher for longer' isn't just about rates: Here's how to play elevated everything

The Federal Reserve has unofficially adopted the "higher for longer" mantra as its latest policy guidepost, and the slogan could pertain to a whole lot of things that investors should be watching.

"If investors have learned anything in the past few weeks, it's that oil is the ultimate political commodity whose prices are set by the markets and politics," Quinlan wrote. Investors are encouraged, then, to stay overweight energy as strong cash flow and earnings drive benefits to the sector. Budget deficits With one month still remaining in the fiscal year, the U.S. government has racked up a budget deficit of more than $1.5 trillion, which Quinlan sees continuing.

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