Upgrading Staples and Health Care to Overweight; Stay Defensive, Expecting Test of YTD Lows on SPX

709 Views29 Dec 2022 06:02
Since late November we have discussed our expectations for a pullback, recommending shifting exposure to defensives $XLP $XLV $XLU and/or taking profits. We expect a test of the YTD lows on the $SPX
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