Five areas to overweight into March

Key Takeaways

Friday’s follow-through exceeded 4365, the 2/14 lows along with trendlines from 2/9, adding to the confidence of markets having achieved a good trading lowTreasury yields look to be turning back higher, while many of the Commodities that ran-up as geopolitical tension escalated, have now gone into retreatAerospace/Defense, Metals & Mining, Healthcare, Regional Banks, and Semiconductors all look like attractive areas to overw...

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