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CNBC News Associate
Going forward, we need to think about the reflation trade, said Art Hogan, managing director at Jeffries.
“We’re 40 percent off our lows but we’re still 40 percent down from our highs of 2007 — so we’ve traced the move at about 50 percent,” Hogan told CNBC.
“Going forth, there’s at least another 10 percent to run.”
Hogan said he expects the dollar to fall while commodities strengthen and said companies that are levered to inflation are going to continue performing well.
Recommendations:
Hogan's Picks
Materials
Energy
Early Cycle Industrials
Technology
Hogan's Pans
Financials—“I don’t think financials can lead us for the next 12 weeks,” he said.
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Counterpoint:
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Commercial Real Estate — It's the "one thing that can roll everything over. If we see a major lag in the economy and credit because of commercial real estate — it’s going to be the 800-pound gorilla that’s been in the room for a while. It doesn’t get much conversation and doesn’t get much sponsorship or relief from either the Treasury or the Fed."
"It could be the ticking time bomb,” Hogan said.
Disclosure:
No immediate information was available for Hogan or his firm.
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Top Energy Companies:
Allegheny Energy [AYE
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American Electric Power [AEP
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Duke Energy [DUK
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Constellation Energy [CEG
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Progress Energy [PGN
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Data is a real-time snapshot *Data is delayed at least 15 minutes