A new year is on the horizon and, with many of the dampers of 2015 winding down, investors are now looking for new opportunities in the U.S. equities markets. In particular, China and the Fed will take a back seat to consumers and earnings in 2016, experts told CNBC.
Stock markets floundered Monday morning ahead of two scheduled addresses from Federal Reserve chair Janet Yellen this week, continuing on the theme of gradually increasing interest rates that pervaded most of 2015. Also on the agenda Monday were International Monetary Fund comments on the Chinese currency, as China's economy and stock market staged an uneven transition from manufacturing this year.
But with more certainty around interest rates and stability in China expected next year, fund managers are looking to see if earnings and revenue will see enough of a boost from the consumer sector, experts told CNBC's "Squawk on the Street."
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