Name: Knapp: Avoid Consumer Discretionary & ‘Economically Sensitive’ Sectors
Uploaded: 2025-03-28T14:11:24.048-05:00
Duration: 10 min 26 s
Description: Barry Knapp thinks the market is “far more concerned about growth” than inflation. He discusses the impact of recent economic data and lays out his expectations for weak payroll data. He’s bullish on bonds on the “intermediate” part of the curve. He says “economically sensitive” sectors like consumer discretionary should be avoided for now.

Knapp: Avoid Consumer Discretionary & ‘Economically Sensitive’ Sectors

Barry Knapp thinks the market is “far more concerned about growth” than inflation. He discusses the impact of recent economic data and lays out his expectations for weak payroll data. He’s bullish on bonds on the “intermediate” part of the curve. He says “economically sensitive” sectors like consumer discretionary should be avoided for now.

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