Typically, when you come out of a recession you do see the cyclicals start to lead a little bit, there is still some wariness about how this reopening goes. Mona Mahajan More Quotes by Mona Mahajan More Quotes From Mona Mahajan We'll be watching the data particularly around retail sales and consumer confidence, we'll continue to monitor the softening in manufacturing and inflation as well, but more important for the U.S. economic picture is the consumer right now. Mona Mahajan top-news The trade rhetoric has once again dialed back. Mona Mahajan company-news
