Late-Cycle Sectors Beginning to Shine

Uncategorized, Weekly Update

Late-Cycle Sectors Beginning to Shine


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Published January 5, 2018

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Over the past year, there have been numerous articles telling us that the U.S. economy is entering the “late-cycle” phase, a period of about 18 months characterized by rising inflation (and therefore rising interest rates), higher commodity prices, and positive though waning economic growth. (more…)