Morning Meeting: Citigroup's Equity Market Outlook

Tobias Kovitch discusses the potential for large cap stocks to outperform small cap stocks due to valuation differentials and historical probabilities. He explains the importance of backtesting economic series to predict market trends and highlights the impact of currency strength on global markets. Kovitch also provides insights into sector analysis, emphasizing energy and media while advising caution in consumer durables.

What is Tobias's perspective on the strength of the dollar and its impact on the market?

What sectors does Tobias express a preference for, and why?