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May 03 2021

Will Cyclicals Keep Cruising Or Crash?

  • May 3, 2021

As the economy recovers from its COVID bust, cyclical stocks have enjoyed a nice run. Based on a geo-weighted index of the primary, economically sensitive sectors comprising the S&P 500 Index—Materials, Industrials, Consumer Discretionary, and Financials—cyclicals have outpaced by +4% this year and close to +10% over the last year, but it has not been uneventful.


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About The Author

James Paulsen / Chief Investment Strategist