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Consumer cyclical stocks are headed for a roadblock, AllianceBernstein Chief Market Strategist Vadim Zlotnikov said Friday.
"Within the next three to six months, the consumer cyclicals will be stuck between a rock and a hard place," he said.
On CNBC's "Fast Money," Zlotnikov said that while consumer stocks were performing well at the moment, they would face a "very difficult" climate in 2014.
(Read more: 'I don't see uncertainty' in market: Josh Brown)
"I believe the growth will start to decelerate, which has never been good for consumer cyclicals," he said. "And if the employment growth is very strong, they're going to be facing a rising-rate environment, which has likewise not been favorable for consumer cyclicals."
Zlotnikov, who has $435 billion in assets under management, said that he like the technology and industrial sectors.
Economic uncertainty, whether in the form of the Federal Reserve's tapering timeline or the debt-ceiling debate on Capitol Hill, would limit the multiple expansion story for the market.
(Read more: Is JCP in a 'death spiral'?)
"If you look over the last 15 months, about three-quarters or 80 percent of the market performance was driven by multiple expansion. And that coincided with declines in risk perception," he said. "The market is very, very sensitive to any increase in perception of risk."
Zlotnikov also said that in the short-term he liked miners, which faced "significant structural challenges," as a trade.
(Read more: Get selective with retail stocks: Stephanie Link)
"Much like the tech stocks following a tech bubble, I do expect a bounce as the managements cut back capital spending, as they move to high-grading of the mines," he said. "Stocks are fairly cheap facing easy comps, but it's a trade, not an investment."
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.