economy

January 15, 2026

Wall Street says the economy is ramping up. Some cyclical stocks to buy from Jefferies

Wall Street likes what it’s seeing out of the U.S. economy.

Wall Street says the economy is ramping up. Some cyclical stocks to buy from Jefferies

TL;DR

  • U.S. unemployment rate fell to 4.4% in December.
  • Core consumer price index rose less than expected last month.
  • Federal Reserve is expected to lower interest rates twice in 2026.
  • Analysts see a 'run-it-hot' U.S. economy bolstered by tax refunds and credit availability.
  • Jefferies strategist advises loading up on cyclical stocks due to current undervaluation and expected earnings growth.
  • Jefferies highlighted 14 cyclical stocks for 2026.
  • Albemarle, a lithium producer, is cited as a strong performer due to demand in China.
  • XPO, a logistics giant, is expected to see improvements despite lagging the market recently.

Continue reading the original article