SlateStone’s Chief Equity Strategist, Erin Gibbs, joined Bloomberg’s The Close to discuss the market’s late-cycle dynamics and signs of broadening beyond the mega-cap leaders.
She noted recent strength in lagging sectors like healthcare, food and beverage and utilities, defensive names with pricing power that can hold up even as growth slows. Erin also highlighted upcoming retail earnings as a key gauge of consumer resilience and potential tariff impact.
Watch the full segment here.