What's the trade as wholesale prices post their biggest 1-month jump since 1973?
We could see some inflation says Karen Finerman. When you think about the Fed’s actions, it suggests to me they’re concerned about it. She adds, if inflation is out there – I ask myself what trades are defensive to the problem?
I likes Wal-Mart (WMT) and iShares Lehman TIPS Bond (TIP) she says.
I think the trade is the grocers adds Jeff Macke. Folks got to eat. I like Safeway (SWY) as well as Procter & Gamble (PG).
Look at Unilver (UL) adds Guy Adami.