U.S. Stocks – Cyclicals vs. Defensives

U.S. Stocks – Cyclicals vs. Defensives Cyclical and defensive stocks serve as reliable indicators of investor sentiment. During periods of anticipated economic growth, investors tend to favor cyclical stocks, causing them to outperform defensive stocks. Image: Goldman Sachs Global Investment Research

MSCI Cyclicals/Defensives Ratio

MSCI Cyclicals/Defensives Ratio Is it still too early for investors to favor cyclicals over defensives? Image: The Daily Shot