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Surveillance: Optimistic Case with Calvasina (Podcast)

Bloomberg Surveillance

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Growth Is Better Than Value on the Growth Front

Lauryntz: We like technology, and i want to stres that we are being very particular and very picky on that broader t i m p. But we don't like the communication services sector where neutral ond consume ar discretionary. Earnings revision trends are actually starting to improve for the technology sector again. And if we do have a pekan bond flds here, which is a call our rate strategy team is making, that should all help also help the text sector stabilize in terms of performance on the value side. Liza: I would tell you to look at financials. Got a much better valuation case than what we've got in energy or materials right now

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