Related by context. Frequent words. (Click for all words.) 64 cyclical 49 Cyclical 47 seasonally 47 cyclic 46 cyclicals 44 recessionary 44 cyclical downturn 44 downtrends 43 downtrend 43 cycles 43 deflationary 42 downward 42 upturns 41 disinflationary 41 volatility 41 unsustainably 41 structurally 41 reflation 41 risk aversion 40 uptrend 40 seasonally weak 40 historically 40 cyclicality 40 cycle 40 bearishness 40 decelerating 40 levered 40 inelastic 39 contractionary 39 inversely 39 downward correction 39 opportunistically 39 preferentially 39 deceleration 39 outperformance 39 trough 39 Risk aversion 39 weakness 39 uptrends 39 volatilities 39 downwards 39 macroeconomic fundamentals 39 steepening 38 tailwinds 38 headwinds 38 upward bias 38 deleveraging 38 destocking 38 recessionary pressures 38 economic downturns 38 directionally 38 flattish 38 yield curve 38 commodity prices 38 downturns 38 underperformance 37 fundamentals 37 lagging indicator 37 dislocations 37 variably 37 weak 37 downturn 37 underlying fundamentals 37 virtuous cycle 37 moderately 37 downward trend 37 upswings 37 upmove 37 disinflation 37 commodity 37 cash generative 37 stagnation 36 naturally 36 deflationary pressures 36 upturn 36 overbought 36 upward trend 36 bullishness 36 bearish 36 choppiness 36 stabilizes 36 stabilized 36 counter cyclical 36 recessions 36 inventory restocking 36 robustly 36 abnormally 36 generally 36 macro 36 softness 36 differentially 36 mechanically 36 troughs 36 trending 35 bull 35 trend 35 expansionary 35 overbought condition 35 external shocks 35 dips 35 defensives