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Second half sector outlook


The timing of Fed cuts, presidential election, and the resiliency of the economy should help drive 2H leadership. Given excessive optimism and valuations, positive earnings and revision trends will be essential for Growth sectors to maintain momentum. The sector model continues to lean towards Value sectors, but the spread has narrowed, and we could tactically add to our Growth allocation if the trend continues.

Ned Davis Research | Equities | U.S. Sector & Industry Focus | Weekly

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