Erin Gibbs Discusses The Outlook For The Materials Sector

Erin Gibbs says the recent earnings season reflects positive result beating the already high expectations and positive sentiment. We still have a lot of earnings to come next week, and revisions are already higher for many industry groups such as residential construction and traditional communications and media companies with the exception of Netflix. Erin highlights VMC and MLM as a couple of material names with exceptional reports and solid outlook for the remainder of 2021. She also discusses the demographic trends of deurbanization.