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(Click for frequent words.) 64 cyclically 60 cyclical downturn 60 cyclicality 59 cyclicals 58 inherent cyclicality 57 cyclical upturn 57 cyclic 57 cyclical upswing 56 Cyclical 55 cyclical nature 54 notoriously cyclical 53 noncyclical 53 cyclical upturns 53 AspenTech dependence 53 cyclically sensitive 53 seasonally weak 52 recessionary 52 supercycle 52 underlying fundamentals 51 cyclical downturns 51 deflationary 51 commodity supercycle 51 Mr. Zyblock 51 TGS reliance 50 technically overbought 50 macro headwinds 50 upturns 50 goldilocks economy 49 mean reversion 49 Cyclical stocks 49 attractively valued 49 Muddle Through Economy 49 trending sideways 49 relatively inelastic 49 Soni remarked 49 Cyclically 49 Cyclicals 48 lagging indicator 48 depressionary 48 volatility 48 cyclical downswing 48 P Es 48 downswings 48 contrarion 48 tightly correlated 48 cyclical bull 48 tradables 48 seasonality 48 subindustry 48 underweights 48 downturns 48 cyclical trough 48 drift downwards 48 cyclically depressed 48 inventory restocking 47 consumer discretionaries 47 levered 47 destocking 47 undemanding valuations 47 downturn 47 outperformance 47 trendless 47 upturn 47 economic downturns 47 bullish 47 procyclical 47 largecap stocks 47 Zach Karabell 47 relative outperformance 47 lurch downwards 47 upcycle 46 fundamentals 46 asset reflation 46 gradual deceleration 46 flattish 46 bearish 46 overweighting 46 deleveraging 46 decelerating 46 downcycle 46 inflationary 46 Eric Bjorgen 46 closely correlated 46 Downturns 46 disinflationary 46 inventory destocking 46 RUDI VAN DER MERWE 46 steep yield curve 46 overbought 45 structural rigidities 45 risk-on/risk-off 45 Mr. Kelertas 45 deglobalization 45 flat yield curve 45 intermediate downtrends 45 snapback 45 relative underperformance 45 choppy sideways 45 downtrending 45 Fitch Negative Outlook 45 forecastable 45 attractive valuations 45 seasonally weaker 45 cycles 45 overweighted 45 downtrend 45 underweighted 45 intermediate uptrends 45 recoupling 45 Pacific Decadal Oscillation PDO 45 downtrends 45 Margin compression 45 Pezarkar 45 midcap smallcap 45 slowdown 45 inverted curve 45 uptrends 45 yield curve inverts 45 highly leveraged 45 Solveen 44 Arbeter 44 underweighting 44 degrowth 44 contractionary 44 Rinnen 44 underowned 44 Seasonality 44 cash generative 44 highly levered 44 macroenvironment 44 Mr Lakos 44 troughed 44 trending upwards 44 inelastic 44 countertrend 44 Philipp Baertschi 44 inverted yield curve 44 counter cyclically 44 steepener 44 WNS ADS 44 cyclicity 44 pharma FMCG 44 shakeouts 44 Omair Sharif 44 inflection point 44 Mr. Cieszynski 44 upswing 44 overcapitalized 44 volatile 44 non tradeables 44 pe ratios 44 highly correlated 44 transitory 44 ungeared balance sheet 44 Sectorally 44 releveraging 44 V' shaped recovery 44 railcar loadings 44 recessions 44 Philip Isherwood 44 convexity hedging 44 oversold 44 Thina Saltvedt 44 flatter yield curve 44 richly valued 44 RoEs 43 BlackRock Doll 43 interannual 43 Ed Clissold 43 seasonal slowdowns 43 fundamentals underpinning 43 underperformance 43 cycle 43 commodity prices 43 derisking 43 reaccelerate 43 downswing 43 relative outperformer 43 exogenous factors 43 Eugen Weinberg commodities 43 cyclicality inherent 43 yield curve inverting 43 bottoming 43 Cleveland Rueckert market 43 notoriously volatile 43 commodities supercycle 43 Kondratieff Winter 43 expansionary 43 Vibhav Kapoor 43 mastalgia 43 macro 43 rate sensitives 43 tradeables 43 Jarhom 43 consumer staples 43 drift sideways 43 Chakrabortti 43 curve steepening 43 megacaps 43 Levkovich 43 PE multiples 43 re flation 43 undiversified 43 non tradables 43 Lacraz 43 disinflation 43 downcycles 43 defensives 43 Dannesboe 42 heavier weighting 42 Rainer Guntermann 42 decoupling thesis 42 fairly inelastic 42 Karsten Junius 42 seasonal 42 Guillaume Duchesne 42 SHANE OLIVER 42 Yoshinori Nagano senior 42 Pacific decadal oscillation 42 negative newsflow 42 exogenous shock 42 Mokrzan 42 steeper yield curve 42 Arctic oscillation 42 Ivankoe 42 overcapacities 42 coincident indicator 42 strategist Teun Draaisma 42 upswings 42 Wehbey 42 CEES BRUGGEMANS 42 Gryffon Investment Advisors 42 Savita Subramanian 42 Takuji Aida senior 42 PE ratios 42 milder recessions 42 Volatility Percentile 42 Marisa DiNatale 42 TBonds 42 uptrend 42 Crisil Joshi 42 Zyblock 42 tailwinds 42 Defensives 42 heavily weighted 42 Recessions 42 uninvestable 42 flatish 42 curve inversion 42 sharp deceleration 42 reflation 42 seasonally slower 42 headwinds 42 risk averseness 42 Edmund Shing strategist 42 multidecadal 42 Geisst 42 trending downwards 42 nat cat 42 anthropogenically 42 Pedro Galdi 42 Michael Shillaker 42 downtick 42 Raschkowan 42 Timna Tanners 42 viratechindia.com 41 overvalued 41 yield curve inversion 41 valuation metrics 41 Seiichiro Iwasawa chief 41 Mr Hanlan 41 Barbara Lambrecht 41 Moec 41 Ankrim 41 Sonders 41 Dean Curnutt president 41 reacceleration 41 Draaisma 41 Secular Bull 41 Rainer Sartoris 41 retooling shutdowns 41 heightened risk aversion 41 secular tailwinds 41 EMs 41 disequilibria 41 Mean reversion 41 Anna Piretti senior 41 Marketweight 41 Lutts 41 Mr Sekely 41 Stephen Malyon currency 41 Attractive valuations 41 Mr Bagrie 41 promotionally driven 41 irrationally exuberant 41 diversifiers 41 SHKPI 41 downward 41 seasonally weakest 41 Henk Potts strategist 41 Fullermoney 41 Deleveraging 41 stagflationary 41 Ms. Vazza 41 Mike Lenhoff strategist 41 countertrend rally 41 Flu pandemics 41 valuations 41 superlong sector 41 diversifieds 41 Scott Billeadeau 41 preannouncements 41 hedge fund liquidations 41 METALS Copper dips 41 JACQUES DU TOIT 41 rerating 41 TGR Are 41 reactive 41 overweights 41 overly pessimistic 41 El Nino Southern Oscillation 41 temporary blip 41 upmoves 41 Eslake 41 financialization 41 downtrading 41 overbought territory 41 YCharts Pro 41 Bernd Weidensteiner 41 perma bulls 41 precedes recessions Ozyildirim 41 commoditized 41 downward correction 41 Azusa Kato economist 41 financialisation 41 Stefan Graber 41 Albrecht Denninghoff 41 TWST What 41 seasonally 41 inflexion point 41 Gahbauer 41 LPTs 41 Ferdi Heyneke 41 subindustries 41 steepening 41 Mr. Sondey 41 accommodative monetary policies 41 Wattret 40 Noriaki Haseyama 40 term downcycle 40 deceleration 40 Asset allocators 40 Badishkanian 40 delevering 40 payout ratios 40 La Nià ± 40 unsustainably 40 bust cycles 40 Daljeet Kohli head 40 Cyclical sectors 40 Fumiyuki Nakanishi strategist 40 Ed Teather 40 Still Gerasimowicz 40 bottomed 40 overcapacity 40 Batstone Carr 40 instrument SHORT TERM 40 overcorrection 40 NZ sharemarket rises 40 analyst Amrita Sen 40 CHRIS HART 40 Cleveland Rueckert 40 socionomics 40 reflation trade 40 precrisis 40 Multimarket 40 contrarian viewpoint 40 foreclosures Sharga 40 lumpiness 40 bullishness 40 deflationary cycle 40 capacity utilisations 40 nonmetallic mineral products 40 Klaskow 40 relative underperformer 40 S.Africa c.bank 40 Morgan Stanley Cyclical 40 Masayoshi Okamoto head 40 Chad Morganlander portfolio 40 Gilles Moec economist 40 GARTH MACKENZIE 40 Muddle Through 40 obligor concentration 40 precipitous declines 40 recessionary pressures 40 dividend payout ratios 40 Sangeeta Purushottam 40 expansionary monetary policies 40 Jon Bergtheil 40 equities Andrew Sekely 40 Blackstein 40 yield curve steepen 40 financialized 40 macro economic 40 Nickelsburg 40 inverted yield curves 40 Werkheim 40 Mr Barbetti 40 rerate 40 seesaw pattern 40 industrials 40 Anil Manghnani 40 inflationary impulses 40 agflation 40 Flu epidemics 40 disinflationary forces 40 derating 40 curve flattens 40 Polymer Intermediates 40 Hinsdale Nolte 40 Ambareesh Baliga Karvy Stock 40 ANDILE MAZWAI 40 bearishness 40 overvaluations 40 Goloven 40 gradual 40 goldilocks 40 Tarun Sisodia head 40 MAX KING 40 SIMON MARAIS 40 weak comparatives 40 plateauing 40 Mr Gahbauer 40 seasonal fluctuations 40 steepening yield 40 mildly bearish 40 Insider buying 40 Patrik Schowitz 40 deleverages 40 Birinyi Associates Inc 40 RMB BER BCI 40 Lucinda Chan division 40 bullish undertone 40 Destocking 40 analyst Hussein Allidina 40 non durables 40 Hubbes 40 deflationary tendencies 40 fundamental 40 WAYNE McCURRIE Ja 40 Andrey Kryuchenkov analyst 40 multifactor productivity 40 Matthias Rubisch 40 Akio Yoshino 40 decelerated sharply 40 Hiroaki Muto senior 40 Sandeep Neema fund 40 CDIY 40 Koji Muneoka head 40 steepening yield curve 40 contangoed 39 grossly oversold 39 Investec PMI 39 Jayesh Shroff fund 39 analyst Nicholas Heymann 39 sharp falloff 39 syphilis outbreaks 39 wetter colder 39 Inflation devalues 39 Gijsels 39 Kondratieff 39 Skrainka 39 recency bias 39 negative divergences 39 analyst Wim Hoste 39 Goldilocks scenario 39 Mr Halmarick 39 posi tive 39 midcaps 39 largecap names 39 Aurigen 39 Takashi Ushio strategist 39 Dybula 39 deleveraged 39 Koesterich 39 analyst Jeff Tjornehoj 39 Roehmeyer 39 risk averse 39 Stanlib economist Kevin Lings 39 Klepper Smith 39 greenshoots 39 analyst Axel Funhoff 39 Christian Weiz 39 George Shiffler principal 39 economist Ralph Solveen 39 Rynning Toennesen 39 Tejas Doshi head 39 recesssion 39 Vleming 39 monetary debasement 39 Sinche 39 automobiles consumer durables 39 Brugere Trelat 39 nearterm 39 Brent Rakers 39 strategist Sue Trinh 39 Moyeen Islam 39 Kelmon noted 39 Summary Box Metals 39 Massocca 39 diversifying geographically 39 economc 39 SEMADI MOTAU 39 ascending wedge 39 Metal realty 39 rerated 39 Hyman Minsky 39 perma bull 39 choppiness 39 accommodative macroeconomic 39 Southern Oscillation 39 Eliane Tanner 39 noninflationary 39 recessionary tendencies 39 Dansgaard Oeschger 39 macroeconomic headwinds 39 Ambareesh Baliga 39 intermediate downtrend 39 seasonally slowest 39 #x #E 39 Franz Wenzel strategist 39 analyst Srishti Anand 39 economist Shamubeel Eaqub 39 Alvin Liew economist 39 sectorally 39 asymmetric shocks 39 permabears 39 Technical Analyst Ashwani 39 toppy 39 Mr Dinte 39 broadly diversified 39 Ad van Tiggelen 39 Ezrati 39 pullbacks 39 Schowitz 39 Kenichi Hirano 39 Joe Liro economist 39 Jeffrey Saut 39 merger arb 39 recommends overweighting 39 downward trend 39 STEVE COOPER 39 analyst Dan Geiman 39 Tobias Levkovich 39 Mohi uddin 39 negative convexity 39 Elsa Dargent 39 inelasticity 39 analyst Justin Yagerman 39 Cheng Weiqing 39 Rupee appreciation 39 trended downwards 39 DeQuadros 39 Frank Mitsch 39 Klaus Schruefer 39 Lindsey Piegza 39 Bottoming 39 Jesper Dannesboe senior 39 Roger Cursley strategist 39 realty pharma 39 Apjit Walia 39 Coumarianos 39 Parul Jain deputy 39 HUI upleg 39 curve flattening 39 ABX indices 39 flattening yield curve 39 upward trend 39 unremittingly gloomy 39 Slorer 39 commoditisation 39 declinist 39 inventory overhang 39 ap e 39 Tore Svanberg 39 Pullbacks 39 Bart Melek global 39 intermediate uptrend 39 Steven Ricchiuto chief 39 underperform 39 Achim Matzke 39 ceteris paribus 39 Highly leveraged 39 macroeconomic 39 contra cyclical 39 Yousuke Hosokawa senior 39 Nigel Cobby 39 contrarian 39 Harit Shah analyst 39 Rafdi Prima 39 Justin Smirk senior 39 stochastic indicator 39 self equilibrating 39 I'ma pessimist 39 Chief Executive Joergen Vig 39 Yingxi Yu analyst 39 stochastic 39 bearish undertone 39 Masahide Tanaka senior 39 Roger Cursley UK 39 Utermann 39 Deepak Mohoni 39 Dipan Mehta Member 39 Rolf Elgeti 39 Broker Altium Securities 39 finite lifespan 39 ECRI WLI 38 decelerate 38 weakly correlated 38 FMCG realty 38 intermarket relationships 38 gloomsters 38 Eugen Weinberg commodity 38 Aline Schuiling 38 EUR#.#b 38 Lakshman Achuthan 38 analyst Victor Lazarovici 38 counter cyclical 38 #.#x #E [001] 38 yield curve flattens 38 ecomonic 38 Underperform recommendation 38 FII outflows 38 accommodative monetary policy 38 risk aversion 38 Sarat Sethi 38 Schenosky 38 analyst Robin Bhar 38 Masaki Iso 38 Shinko Securities strategist Tsuyoshi 38 portfolio diversifier 38 Ghriskey 38 Hitomi Kimura bond 38 largecap space 38 Myles Zyblock 38 ultrashort bond 38 Lu Zhengwei 38 gro wth 38 Darren Winder 38 shrinkages 38 seasonal slowness 38 MF NAVs 38 postwar recessions 38 analyst Stephen Tusa 38 Daniel Briesemann 38 megatrend 38 underperformer 38 Inflationary fears 38 Magnesia Specialties 38 fab utilization 38 Joel Levington 38 deflationist 38 stimulative monetary 38 Sasha Kostadinov portfolio 38 David Thurtell metals 38 Serge Pepin director 38 Disinflation 38 Daniel Berenbaum 38 Apurva Shah head 38 inverse correlations 38 levered balance sheet 38 Steven Leer Arch 38 secularly 38 Lakshman Achuthan managing 38 Dimitry Fleming 38 RSI divergence 38 Edward Hemmelgarn 38 equity strategist Tsuyoshi 38 decoupling 38 antigenic shift 38 Mr. Swetlishoff 38 rupee appreciating 38 analyst Mike Trippitt 38 Ralph Solveen 38 Lambregts 38 Brayan Lai credit 38 flation 38 overbought condition 38 Lazarovici 38 BFSI Telecom 38 Hannover Re anticipates 38 exogenous variables 38 partially mitigates 38 fiscal soundness dampens 38 FMCG pharma 38 Christopher Growe 38 Ting Lu 38 diversification 38 uplegs 38 underlying 38 capex 38 Binky Chadha 38 CFNAI 38 recession 38 largecap 38 buoyant 38 Juichi Wako strategist 38 Slusiewicz 38 stagnation 38 tougher comparatives 38 econo mic 38 accomodative monetary policy 38 EUR GBP AUD 38 Tchilinguirian 38 dehedging 38 Mr Pensabene 38 de levering 38 inverted yield 38 exogenous 38 Yetsenga 38 Alexandre Weinberg 38 strategics 38 Feinseth 38 Vincent Delisle portfolio 38 CLIVE THOMSON 38 Andreas Weese 38 Bob Cunneen 38 valuation multiples 38 Illiquidity 38 Dan Laufenberg 38 troughing 38 Omer Esiner senior 38 Toby Hassall commodity 38 Frederic Panizzutti metals 38 stoke inflationary 38 reces sion 38 Carsten Klude strategist 38 Ulrich Leuchtmann currency 38 Trennert 38 outperformers 38 Luke Folta 38 Charles Kernot 38 stocks 38 Martin van Vliet 38 coincident composite index 38 economist Riki Polygenis 38 IYW 38 Vincent Delisle 38 risk premia 38 Widening spreads 38 Henrik Gullberg 38 Nimit Khamar analyst 38 downticks 38 Future Inflation Gauge 38 snapback rally 38 Norihiro Fujito strategist 38 Heightened volatility 38 Urquhart Stewart 38 Tjornehoj 38 Joanne Itow 38 Susumu Kato 38 mispricings 38 analyst Nishu Sood 38 sectorwide 38 reaccelerating 38 Intraday EUR JPY 38 IAN LIDDLE Ja 38 Dr. Reza Barazesh 38 thelong term 38 Shigeharu Shiraishi managing 38 abrasion resistant steel 38 FII flows 38 Philippe Gijsels strategist 38 Mr de Garis 38 Knold 38 Atlantic Multidecadal Oscillation AMO 38 grossly overbought 38 Patricia Croft 38 shallow Hughes Cromwick 38 Suji De Silva 38 dot.com collapse 38 Sector Snap Analyst 38 Bhambwani 38 analyst Eli Lustgarten 38 nonresidential construction 38 Daisuke Uno 38 Robert Minikin senior 38 Kenichi Hirano strategist 38 Masurekar 38 Overcapacity 38 Yoshinori Nagano strategist 38 Amit Nalin Securities 38 shortterm 38 mispriced 38 thereā 38 trended upwards 38 iCrime Wave begins 38 Hubert Fromlet professor 38 Di Giambattista 38 Demarin 38 oversupplied 38 undemanding valuation 38 realty FMCG 38 Carsten Fritsch analyst 38 Tee Sze Chiah 38 Souter biographer Tinsley Yarbrough 38 Olivier Gasnier 38 BRUCE MAIN 38 Deluard 38 commoditised 38 WAYNE McCURRIE Yes 38 occasional pullbacks 38 Andreas Huerkamp 38 isotope fractionation 38 Michael Blogg 38 kurtosis 38 economist Brian Redican 38 Yoshimasa Maruyama 38 GSJB Were 38 Investica 38 Thijs Berkelder 38 uptrending 38 Obrinsky 38 Satoru Ogasawara 38 commodity 38 steepeners 38 Sawlog prices 38 deindustrialisation 38 Mark Vitner 38 macroeconomic variables 38 Tobias Merath head 38 bubble bursting 38 prank Lauter 38 PE ratio 38 Drew Matus economist 38 Mechatronics Division 38 Kotak Sec 38 weakish 38 Bugatch 38 epoxy creep 38 disinflationary pressures 38 underinvested 38 Rehaut 38 permabulls 38 Satish Betadpur 38 downside 38 overinvest 38 Wennink 38 Zinc Specialties 38 Prising 38 colder wetter weather 38 Daniel Brebner 38 Dominique Barbet 38 Alexaline 38 Directionally 38 Claude Zehnder 38 emerging markets 38 product lifecycles 38 Does McWilliams 38 Arnold Espe 38 bullish sentiment 38 yield curve 38 bullishly biased 38 Jeff Windau 38 CIBC economist Krishen 38 Jennifer Dowty 38 Sudarshan Sukhani 38 corrective pullback 38 Slackening 38 shortable 38 MOSAID licensees 37 largecaps 37 woefully lagged 37 Intraday bias 37 overgeared 37 deflations 37 Condelles 37 Peter Appert 37 Supercycle 37 oligopolistic 37 leveraged 37 Andrew Nussey 37 BoA ML 37 Rob Montefusco trader 37 #dma [001] 37 Mr Koukoulas 37 analyst Steven Chercover 37 fickle beast 37 decadal scale 37 outlook dims 37 Richard Tortoriello 37 analyst Mahesh Sanganeria 37 Klude 37 Harry Tchilinguirian senior 37 Fresher barometers however 37 PRECIOUS Gold ticks 37 overdone 37 Trippitt 37 Arnie Ursaner 37 exogenous shocks 37 outperformer 37 analyst Victor Bareno 37 affect lability mood 37 economicconditions 37 aimless drift 37 RPT TREASURIES Bonds 37 Amrita Sen 37 intertemporal 37 Yasukazu Shimizu senior 37 Boris Boehm 37 toppish 37 SBLIC 37 Evli analyst 37 Matt Buckland 37 Jamie Spiteri 37 Chiefalo 37 FFO FAD 37 DAVID SHAPIRO Yes 37 whipsaws 37 curve flatteners 37 softness 37 FOREX Yen edges 37 Ozan Akcin chief 37 Gerhard Schwarz head 37 Outperform recommendation 37 Non Durables 37 Yusuke Sakai manager 37 Mosesmann 37 Underperformance 37 term upcycles 37 Wong Keng Siong 37 currency depreciates 37 Rehaut wrote 37 fundamentals reassert 37 macroeconomically 37 decline 37 Tachibana Hirano 37 Abouhossein 37 Manik Narain 37 stall short circuiting 37 Zekauskas 37 analyst Jayson Noland 37 Shailesh Kanani 37 LVW 37 adverse climatic 37 strategist Brian Belski 37 NYSEArca XLK 37 Vasnetsov 37 negative 37 warm interglacial 37 Gaurav Dua head 37 Hitesh Agrawal head 37 Akcin 37 Multimarket segment 37 analyst PJ Juvekar 37 multiplicative 37 comparably priced greener 37 stabilized 37 Takuji Okubo chief 37 Enam Securities economist Sachchidanand 37 sequential improvement 37 Hitesh Agrawal 37 TREASURIES Bonds pare 37 newfound frugality 37 Orkla Materials 37 Authers 37 Kruszenski 37 declinism 37 RSI oscillator 37 AUD CAD 37 Branded generics represent 37 macd 37 Andrew Freris 37 appreciating Rupee 37 Brendon O'Donovan 37 PIETER PRINSLOO 37 nonmarital childbearing 37 rebalanced periodically 37 Kasikov 37 Maki Shimizu fixed 37 IIP numbers 37 Michael Masdea 37 pullback 37 pendulum swinging 37 earnings preannouncements 37 refl 37 Analyst miteshthacker.com 37 WAYNE MCCURRIE 37 Guy Adami 37 wild gyrations 37 Sheer Miracle received 37 Kondratieff cycle 37 Luc Van Hecka 37 Andreas Nigg fund 37 positively sloped 37 Frederik Ducrozet 37 analyst Maarten Altena 37 Stefan Worrall 37 FOREX Dollar climbs