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

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23:17
Jan 22
Jang Jae-cheol CEO, Pinnacle Economic Research Institute 3PRO TV (삼프로TV)
Stronger economy favors cyclical rotation.
If sticky inflation keeps rates high but the US economy improves, growth-led market leadership may face pressure while cyclical sectors and rotation strategies benefit from stronger activity.
MED
12:12
Jan 13
Grace Peters Head of Global Equities, J.P. Morgan Private Bank Bloomberg Markets
US cyclicals favored on fiscal boost.
Higher US growth and inflation from fiscal spending and tax rebates should support the cyclical parts of the market, which she expects to continue doing quite well.
MED

About US cyclicals Investor Commentary

Across the available history and selected sources, Buzzberg tracks US cyclicals across 2 sources: 2 bullish vs 0 bearish calls from 2 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. 2 total trade ideas tracked. Latest voices: Jang Jae-cheol, Grace Peters.