There have been times this year, including parts of the second quarter, where defensive sectors had their moments over cyclical groups, but it appears the latter are reasserting themselves. The ...
How is soaring inflation impacting cyclical stocks? We look at the role of inflation on the stock market and how investors might adjust their portfolios to protect gains and limit losses. Cyclical ...
Andrew Lane: Within the Morningstar equity research department, we keep a close eye on the performance of the Wide Moat Focus Index, a collection of the cheapest U.S. wide-moat-rated stocks under our ...
Shares of embattled commodity chemical producer Dow Inc. caught an upgrade. It’s good news, but the analyst isn’t ready to recommend Dow stock just yet. Thursday, BofA Securities’ Salvator Tiano ...
(This is a guest post from the Crossing Wall Street.) One of the quick-and-dirty metrics I like to look at is the Morgan Stanley Cyclical Index (^CYC) divided by the S&P 500 (^SPX). The Cyclical Index ...