Declines at periods of monetary tightening seem deep enough for a low volatile sector. Overinflated prices for housing help the homebuilders, the raise in rent rates keeps on, but how sustainable is it
Healthcare sector includes both defensive stocks and high risk biotech volatile stocks, so this is particular etf might be tricky. Late cycle is finishing, so defensives will see high demand quite soon, care to choose good stocks
Late cycle usually is good for financials, but what really benefits them is higher rates. The astonishing 6 trln in government bonds will tripple the income. Hopefully a good run before recession hits
Overprices real estate is on track with the rent payments inflations of over 3,5% per annum. Strong correlation with GDP numbers might play a bad game in Q2
The consumer cyclicals are more likely to go deeper before an attempt to rebound since the spending isnt very good and this sector is a bit too expensive
