The U.S. Capitol stands in Washington, D.C., U.S. on Thursday, Oct. 1, 2020. Talks Thursday between Speaker Nancy Pelosi and Treasury Secretary Steven Mnuchin brought no immediate breakthrough on a deal for a new pandemic relief package, while the House prepared to vote on a Democrat-only plan.
"The groups that will benefit from that stimulus are going to be economically sensitive, so I think you really want to be cyclically tilted if we do get stimulus."
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Pro No fucking duh
Pro What is cyclical? FED has destroyed the economic cycles.