S&P 500 Cyclicals vs. Defensives

S&P 500 Cyclicals vs. Defensives Should investors expect temporary inflation spikes during the recovery and favor large tech stocks? Image: BofA Global Research

U.S. Cyclicals vs. Defensives and Brent

U.S. Cyclicals vs. Defensives and Brent U.S. cyclicals vs. defensives diverged significantly from the price of Brent in January. Image: Goldman Sachs Global Investment Research