If the economy slows, sectors that do the best are health care, energy and consumer staples. |
If you weren't into oil last year, you missed the whole rally. |
Manufacturing is doing pretty well. |
The rally in stocks is expected to move higher near term, given the weight of technical evidence and the likelihood that first-quarter earnings will not disappoint. |
While household balance sheets remain precarious, corporate balance sheets are much improved over several years ago, and profit growth is accelerating. This could support continued strength in business investment. |