The decline of stocks in the financials sector during the financial crisis once again demonstrated how stocks in the same sector often exhibit similar performance during a particular phase of the business cycle. (fidelity.com)
A sector rotation strategy entails «rotating» in and out of sectors as time progresses and the economy moves through the different phases of the business cycle. (fidelity.com)
Perhaps they can push out the growth phase of the business cycle. (acting-man.com)