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‘I don’t see uncertainty’ in market: Pro

Consumer cyclical stocks are blowing off concerns about Washington gridlock, Josh Brown of Ritholtz Wealth Management said Friday.

"I don't see uncertainty," he said. "Every once in a while, the market gods slap us across the face with something that we'd better pay attention to, and right now, it's the consumer stocks. They're absolutely on fire, both on a relative basis vs. the S&P and on an absolute basis."

On CNBC's "Fast Money," Brown noted that consumer sector exchange-traded XLY had been on a tear, with 84 percent of stocks in the sector were trading above their 50-day moving averages.

(Read more: Is JCP in a 'death spiral'?)

"That's not uncertainty," he said, adding that while consumer confidence fell short of expectations, it was still higher than it was the last time Congress faced a debt-ceiling debate.

Brown also noted that the SPDR S&P Retail ETF was also trading higher.

"I think the market is already telling you it's not as afraid this time as it was two years ago," he said. "The stocks are screaming that they're willing to look through whatever happens in the next week or two, and the consumer is going to go to the mall this fall and this Christmas."

(Read more: Bulletproof stocks for continued gains)

OptionMonster's Pete Najarian said that a pull-back in the broader market would be welcomed.

"Everybody wants them to head for the exits because we're all talking about, 'Hey, if we get a pull-back, we want to buy this, this, this, this and this.' That's exactly what we're looking for today," he said.

The financial sector, Najarian added, was the one outlier, with the likes of JPMorgan, Wells Fargoand Citigroup performing well.

(Read more: Get selective with retail stocks: Stephanie Link)

"They're actually in positive territory right now. I think that's a good sign," he said. "I think these names are ready to go to that next level. They're going to lead the market. If we go to the upside, it's going to come from the financials. I think financials are a part of it."

Energy, too, has been "absolutely on fire," Najarian added.

TheStreet CIO Stephanie Link said that it was no surprise for stocks to see declines ahead of economic data expected next week, including reports from the Purchasing Managers Index, theInstitute for Supply Management and the U.S. Bureau of Labor Statistics.

(Read more: Brace for the 'Octaper' or buy stock dips?)

"I don't think a lot of people want to be long into the weekend," she said. "To me, I think we've got to only get through Washington and whether they come to a resolution, but we're all data-dependent now, right? Because the Fed is focused on that, so that's what we're focused on."

By CNBC's Bruno J. Navarro. Follow him on Twitter @Bruno_J_Navarro.

Trader disclosure: On Sept. 27, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Pete Najarian is long AAPL; Pete Najarian is long calls C; Pete Najarian is long calls WFC; Pete Najarian is long calls INTC; Pete Najarian is long calls YHOO; Pete Najarian is long FB; Pete Najarian is long SBUX; Pete Najarian is long calls UAL; Simon Baker is long AAPL ; Simon Baker is long C; Simon Baker is long WFC; Simon Baker is long FB; Simon Baker is long GOOG; Simon Baker is long AMZN; Simon Baker is long NKE; Simon Baker is long HD; Simon Baker is long UAL; Stephanie Link is long AAPL; Stephanie Link is long JPM; Stephanie Link is long WFC; Stephanie Link is long CSCO; Stephanie Link is long FB; Stephanie Link is long LOW; Stephanie Link is long EXY; Stephanie Link is long YUM; As of 9/25 Josh Brown is long AAPL; Josh Brown is long DXJ; Josh Brown is long DDD; Josh Brown is long SSYS; Josh Brown is long VGK.

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