delivered historic returns in the third quarter, but seasonality “looks bumpy for the broadening trade” over the coming few months, according to Barclays strategists.
First, SPX and SPW could receive a boost from the upcoming earnings season, as estimates have been significantly revised down, particularly in non-Tech sectors. "All in, we think it's possible that the broadening trade takes a breather over the next month or so, before fundamentals and thematic positioning bring buyers back to the table closer to the end of the year," the strategists noted.
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