Consumer staples performing relatively well, but unattractive risk-return profile over a 1-3 year time horizon.
Falling oil demand reaching unchartered territory as geopolitical tensions create risk of exhausting oil storage capacity.
Underperforming due to plummeting interest rates and rising commercial loan defaults
Health Care has performed relatively well in a tough environment.
GDP decline means Q2 will be a very poor quarter from an earnings perspective.
Mobility platforms all benefiting.