Commentary

Signs that credit has eased may give cyclicals a boost

Loan growth could accelerate, and that has benefited cyclical stocks in the past.

Key Takeaways

The stock market entered March on a rocky note, with the S&P 500^® falling amid growing uncertainty and declining consumer sentiment.
But mounting evidence—particularly the possibility of accelerating loan growth—suggests a positive longer-term setup for stocks, especially cyclicals.

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Signs that credit has eased may give cyclicals a boost

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