Traditional cyclicals Loading... : Investor Sentiment and Bull/Bear Views

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16:28
Jan 28
Stuart Kaiser Head of US Equity Trading Strategy, Citi Bloomberg Markets
Small caps and cyclicals are growth trades.
With the Fed data-dependent and likely not cutting this year, small caps have shifted from a rate trade to a growth trade. He favors underowned traditional cyclicals and the consumer side as tax refunds and a decent economy support growth.
HIGH

About Traditional cyclicals Investor Commentary

Across the available history and selected sources, Buzzberg tracks Traditional cyclicals across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Stuart Kaiser.