Sector performance around earnings growth reacceleration

GAAP earnings growth is estimated to bottom in Q3 2019 at 4.3% before rebounding back to double digits, though there is skepticism. Earnings growth reacceleration has been bullish for cyclical Growth and cyclical Value sectors, and bearish for defensive sectors. Without a broad rebound in the U.S. economy, our bias is with cyclical Growth sectors after the initial growth rebound.

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