Counting on Cyclical Stocks in the Trump Trade

Savita Subramanian, U.S. equity strategist at Bank of America Merrill Lynch, and Bloomberg's Oliver Renick discuss the performance of cyclical stocks in the current market run up. They speak on "Bloomberg Daybreak: Americas." (Source: Bloomberg)

Full Show: Bloomberg Daybreak: Americas (08/17)
54:54 - Bloomberg Daybreak: Americas hosted by David Westin and Jonathan Ferro. Guests include Pablo Goldberg, head of emerging markets fixed income research at BlackRock, Neil Dutta, head of U.S. economics at Renaissance Macro Research, and Chad Morganlander, portfolio manager at Washington Crossing Advisors. (Source: Bloomberg)
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