Sector relative returns from 9/8/17 to 9/29/17 nearly mirrored those from 11/8/16 to 11/29/16 as the Trump Trade returned. The 10-year Treasury yield breaking above 2.4%, Financials relative strength breaking above its July high, and a downgrade of Growth to neutral are triggers that could cause us to upgrade Financials. We are encouraged by improvement Industrials; Both Financials and Industrials are on watch for an upgrade to overweight.
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