Companies Benefiting From Inflation | Short Duration Opportunities
b'We are seeing companies benefitting from the higher inflation environment, says Jeffrey Kleintop, Chief Global Investment Strategist, Charles Schwab. They are having upward earnings expectations revisions, he explains. He shows charts that show low price to cash flow ratios. He says we could get a surprise in PMI numbers coming out tomorrow. He explains short versus long duration equities. He sees opportunities the shorter duration companies.'