US underperformance could reverse as Europe, China stall

The near-term choppiness really hasn’t been resolved, and the lack of volatility makes perfect sense nearing what’s expected to be one of the more important economic reports this month (in the form of Thursday’s CPI report). However, despite the churning in broader benchmark indices, sectors like Consumer Discretionary, Industrials, and Communication Services continue to chug along, and it remains US Technology underperformance which has kept domestic...

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