SHLD - S&P 500 Earnings: Industrial Sector Expected To Lead In 2022

• The Industrial sector – as of this weekend December 24, ’21 – is expected to lead the 11 S&P 500 sectors in terms of S&P 500 EPS growth, and that’s after the sector put up almost 89% growth in 2021.
• The industrial sector, currently about 7% – 8% of the S&P 500’s entire market cap, is thought to be economically sensitive and thus readers have to factor in a Fed that is going to be withdrawing excess liquidity up until June ’22 and then outright tightening monetary policy after that period.
• Defense sector stocks can be attractive from a portfolio construction standpoint during economic slowdowns and when Republicans have a majority in Congress.

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