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

Cyclicals vs. Defensives Performance

Cyclicals vs. Defensives Performance Cyclicals vs. defensives are now two standard deviations from 12M average, as risk-on tone grips stocks. Image: Morgan Stanley Research