Loreen Gilbert expects the final percentage of companies exceeding earnings expectations to be near record setting in 4Q as investors appear to be taking money off the table. In addition, the positive consumer cyclical sectors are travel and restaurants, while the neutral sectors are automotive and internet retail.
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Loreen Gilbert expects the final percentage of companies exceeding earnings expectations to be near record setting in 4Q as investors appear to be taking money off the table. In addition, the positive consumer cyclical sectors are travel and restaurants, while the neutral sectors are automotive and internet retail.
The Watch List
22 Feb 2021