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hello. is this the right reaction? last thursday, cyclicals began to rally. we questioned whether it was the time to make that rotational call. so far, the bond proxies, consumer staples, utilities, they re outperforming the cyclicly oriented type names. you come in this morning, you question whether you want to get back where you have the exposure to the cyclicals. i ve stayed with financials. i think that s the right play. then the other question is what do you do with global cyclicals, which have far outperformed domestic. is there more runway there? do global cyclicals continue to outperform? that s the question. what is your answer? the answer to that for me is don t leave the financials. the financials remain the biggest source of opportunity, both on a valuation basis on opportunity to drive earnings growth. to me, that s the one i stay with. there are others that i think are suspicious and questionable. . i like joe s calls on cyclicals. there s a big quest
United-statesNew-yorkJapanNetherlandsBostonMassachusettsWisconsinNorth-koreaIrelandSyriaRussiaFrance tourism group s full-year core earnings growth gives the shares a boost in early trade. the gamble doesn t pay off for uk betting firms as the stocks sell off on a report that mps will demand stricter controls over certain betting machines. good morning, everybody. welcome. we re being told today is the most important day of all time for the ecb. it s always the most important day. exactly. european equity markets gearing up for the most important ecb meeting with a slightly higher attitude. up by a quarter percentage point on stoxx 600. asia gaining overnight. a wall street rally. europe higher for the fourth straight day in a row. looking at the main european equity markets with the main europe europeans trading in positive territory. somewhere in the region of a half percent or so. the sectors, just briefly showing you what s going on. media, autos and telecoms trading higher. oil and gas, insurance, healthcare all a bit lower. people are talking about there s some
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