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Small caps have appeal after recent pullback; Biotechnology favored within Healthcare

Tune in to CNBC at 8:00am EST Friday 1/5 to catch me on Squawk Box.

Technically, our recent consolidation in US risk assets likely marks an attractive opportunity following the huge run-up into late December.  SPX has managed to alleviate near-term overbought conditions while weekly momentum and breadth remain bullish.  Trends in both US Dollar and Treasury yields remain lower despite recent bounce attempts, and an upcoming pullback in ...

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