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Rate cuts and sectorsBy: Pat Tschosik |
Consumer Staples and Health Care perform best 12 months after a first Fed rate cut. Consumer Discretionary outperforming Industrials after a first cut could be a recession warning. We recommend overweighting Consumer Discretionary and high dividend yielding bond proxy industries for now.Ned Davis Research | Equities | U.S. Sector & Industry Focus | Weekly
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