Tech, industrials, and consumer sectors have been greatly outperforming. If you are following the economic cycle, then currently, we are in the beginning of the cycle based on sector performance. These sectors could continue to outperform, so dont jump out of a rally too soon. But the next areas to gain some ground should be the materials, staples, defensives, finance, energy, and utilities. Roughly in that order.
Silverbat : Inflation will be gone followed by transitional contraction of soft landing.
SpyderCall OP Silverbat : A soft landing is what I see playing out on the economic data. I think the market is already pricing in the soft landing possibly. But I'm not certain on that.
One thing that could be a worry is if inflation falls too fast and for too long. this would be very bad for any economy.
Silverbat SpyderCall OP : CPI will be up again after Oct-Nov based on its annual cycle,another 0.5% hike?
73582006 : Some time ago, inflation caused stocks to dive
SpyderCall OP Silverbat : Who knows. Europe, UK, and Australia paused and then hiked again. They haven't signaled a pause yet. However, the Fed has signaled a decrease in interest rates going further, so it will take a big increase in inflation to change that narrative. But anything can happen in these crazy markets
SpyderCall OP 73582006 : inflation rising too fast caused them to dive as it instigated the Fed's tightening regime
Giovanni Ayala :
73582006 SpyderCall OP : It is favorable now, and the financial report has also met the expectations of most shareholders
Giovanni Ayala 73582006 : True
73582006 Giovanni Ayala : Yes, how are your recent operations?
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