The Collapse Of The Cyclicals

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		Tech Media Wall Street Markets Strategy Sports Lifestyle Travel Politics Latest Video Thursday, May 19, 2011 The Collapse Of The Cyclicals Wondering how the stock market can remain near its highs, even as the economy sputters? Here's part of the mystery. The relative performance of cyclical stocks (stocks that do well when the economy is booming) has collapsed compared to defensive stocks (companies, like drug makers, that can do well at any point in the cycle). Cyclicals vs. Defensives has now fallen to lows seen last summer, and not surprisingly, the collapse corresponds nicely with the falling MAP -- Deutsche Bank's own index for measuring economic surprises. Read » Also On Clusterstock Today: Introducing Wall Street's Hottest Offspring Strauss-Kahn Going To Trial Charged With 6 Counts Of Sexual Assault The Awful Numbers Behind Today's Philly Fed Disaster Munich Re Unit Says Company-Paid Prostitute Party Was "Killer Fun" Advertisement CHART OF THE DAY: The Biggest Myth About QE2 Gets Busted CHART OF THE DAY: What Percent Of Corporate Profits Come From Overseas? CHART OF THE DAY: Suddenly, This Commodity Selloff Looks Really Familiar Share this email: Buzz Facebook Twitter Digg Reddit StumbleUpon The email address for your subscription is: dwyld.kwu.careers@blogger.com Change Your Email Address | Unsubscribe | Subscribe | Subscribe to the Clusterstock RSS Feed Business Insider. 257 Park Avenue South, New York, NY 10010 Terms of Service | Privacy Policy

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