“Cyclical sectors are at high valuations, justifying a more defensive stance.”
Alexander Young
“When monetary policy turns more accommodative, the more cyclical, leveraged and more-volatile asset classes generally outdistance defensive names,”
Elizabeth Mackay
“When monetary policy turns more accommodative, the more cyclical, leveraged and more-volatile asset classes generally outdistance defensive names.”
“What they're doing is very smart. They're consolidating the high-yield bond industry at a cyclical low, when business is not so good now. Coming out of that they'll be the dominant player in the space.”
Dan Veru
“Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.”
Carlos Asilis
“You have gains in the more cyclical names versus selling in Citigroup and J.P. Morgan. You also have the Dow getting a lift from some positive short-term movement in the dollar,”
Peter Green
“On the Dow, you have gains in the more cyclical names versus more selling in Citigroup. You also have the Dow getting a lift from some positive short-term movement in the dollar,”
