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Attractive areas within Consumer Discretionary to consider

US Equity trends remain bullish and mildly overbought after this recent early July run-up, and it remains difficult to fade SPX or QQQ ahead of this week’s all-important CPI report.  Minor evidence of strength is apparent from Consumer Discretionary, Financials, Industrials and Materials, but still largely hasn’t proven broad-based enough to suggest a bigger period of outperformance from these groups has gotten underway.  Overall, ...

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