Sector Chartpack: Home Sweet Home
公開日
In June, the rally gained momentum and broadened due to positive economic data, particularly in the housing market. We expect cheaper cyclical sectors and styles to mark a change in leadership as the rally broadens, helped on by excess cash on the sidelines. We upgrade Banks to equal-weight, and Homebuilders to overweight. The rally may continue but a soft landing continues to be elusive - disappointment may be in store.
BCA | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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