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.
May
03
2021