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A bottoming housing cycle should provide a more durable domestic-growth floor than markets assume.
High confidence
Easier financial conditions are beginning to favor cyclicals and levered beta over defensives.
High confidence
Forward revisions are likely to broaden beyond the weakest sectors and weigh on cyclicals.
High confidence
A bottoming housing cycle should provide a more durable domestic-growth floor than markets assume.
High confidence
Lean industrial-metal inventories should magnify any recovery in end demand.
High confidence
Easier financial conditions are beginning to favor cyclicals and levered beta over defensives.
High confidence
Forward revisions are likely to broaden beyond the weakest sectors and weigh on cyclicals.
High confidence
Persistent Treasury supply and sticky fiscal issuance should keep long-end yields pressured higher for longer.
High confidence