Rotation towards cyclical stocks in bull market, say experts

Market Rotation Insights

Craig Johnson from Piper Sandler and Matt Orton from Raymond James discussed the current market rotation on ‘Power Lunch.’ They analyzed the sustainability of this shift towards cyclical stocks, emphasizing the potential implications for investors in the evolving economic landscape.

Expert Opinions on Market Trends

Both experts shared their perspectives on the durability of the market rotation, indicating that cyclical sectors may continue to gain traction as economic conditions change. Their insights help clarify the ongoing trends affecting investment strategies moving forward.