Related by context. Frequent words. (Click for all words.) 60 cyclicality 57 cyclic 55 cyclical nature 52 recessionary 52 underlying fundamentals 51 deflationary 48 lagging indicator 48 volatility 48 seasonality 48 downturns 47 levered 47 destocking 47 downturn 47 outperformance 47 upturn 47 economic downturns 47 bullish 46 fundamentals 46 flattish 46 bearish 46 deleveraging 46 decelerating 46 inflationary 46 overbought 45 attractive valuations 45 cycles 45 downtrend 45 slowdown 45 highly leveraged 44 inflection point 44 upswing 44 volatile 44 highly correlated 44 transitory 44 recessions 44 oversold 43 underperformance 43 cycle 43 commodity prices 43 downswing 43 bottoming 43 expansionary 43 macro 43 consumer staples 43 disinflation 42 seasonal 42 uptrend 42 heavily weighted 42 headwinds 41 overvalued 41 downward 41 valuations 41 reactive 41 commoditized 41 seasonally 40 deceleration 40 unsustainably 40 bottomed 40 overcapacity 40 bullishness 40 macro economic 40 industrials 40 bearishness 40 gradual 40 seasonal fluctuations 40 fundamental 39 midcaps 39 risk averse 39 pullbacks 39 downward trend 39 upward trend 39 underperform 39 macroeconomic 39 contrarian 39 stochastic 38 decelerate 38 counter cyclical 38 risk aversion 38 decoupling 38 diversification 38 underlying 38 capex 38 recession 38 buoyant 38 stagnation 38 stocks 38 nonresidential construction 38 oversupplied 38 commodity 38 downside 38 emerging markets 38 bullish sentiment 38 yield curve 37 leveraged 37 overdone 37 softness 37 decline 37 negative 37 stabilized 37 sequential improvement 37 pullback