We believe we could continue to give back some September's "Trump Bump" while we wait for tax reform legislation to get hammered out, possibly over the next six months. Financials-Industrials relative strength resuming an uptrend and the 10-year yield breaking above 2.45% would be taken as strong indications the Trump Trade is back on. For now, we are content having Technology and Energy as our largest overweights, and Consumer Discretionary as our largest underweight.
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