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Callum Thomas

Chart Of The Week: Cyclicals Vs. Defensives (Aka The Market's Achilles' Heel)

Globally, we've been seeing a rotation between cyclicals vs. defensives, but there's one market where we've yet to see this play out. For America, cyclicals have been a major source of strength, and that may not necessarily be a good thing as we discuss in this article... Read More...

chart of US cyclicals vs defensives against the S&P500 - key risk for markets going forward

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