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John's avatar

Hi Laurent,

thanks for another great post. One question Could you explain why “In this context, it’s no surprise that IT; Utilities and Financials outperformed, while Materials, Real Estate, and Energy lag.” in the main takeaway section near the end ?I’m curious specifically with respect to energy which is part of the three security types that you mentioned in previous macro Beutler articles along with tech and defense And also materials?Without materials and energy nothing goes forward.

Thanks

John

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