Healthcare stocks may prevent your portfolio from being searched.

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Shares of Apple (APL) It has decreased by more than 20% this year. FAANGs have been hit hard by Big Tech and other momentum stocks that threaten to cut revenue and weaken the economy. But many of the Blue Chip Healthcare shares in the bear market were strong revenues for Nasdaq and the S&P 500.
Merk (MRK) And King of Biotech Thank you (AMGN) They are among the highest performing in Dow. Pharmacist McKennon (MCK)Cystic fibrosis therapist Width (VRTX)Big Pharma Leader Eli Lily (LLY) And insurance Signa (C.I.) They are all S&P 500 winners. Bristol-Myers Squibb (Shin)Lily and Insurance Humana (HUM) They are at an all-time high.
It is important to note, however, that these are not large quantities of covac vaccine. Pfizer (PFE), Biotech (BNTX), Modern (MRI) And Novavasx (NVAX) After enjoying a big pop last year, everyone is cool in 2022. Antiviral drug makers Gilead (GILD) And Regeneron (Rain) They are also in the red this year.

Strong gains for other healthcare stocks are being driven by the current economic cycle rather than the epidemic. In times of crisis, health care stocks are often well maintained. They are considered to be stable companies that provide the products and services that people need even in times of crisis.

And many health care providers also pay a large share and are relatively cheap compared to the rest of the market.

These American companies cover travel expenses for employees who need an abortion.

In a recent report, US Chief Investment Officer at UBS Global Wealth Solita Marcelli said health care is “trading at an attractive price for a delayed cycle.”

A.D. He said international healthcare stocks are expected to grow by more than 6 percent in the wider market as the manufacturing sector has been declining since 2003. (The ISM Manufacturing Index is the second lowest since May 2020.)

Lauren Goodwin, an economist and portfolio strategist at New York Life Investments, added in the report that “as long as economic growth continues,” investors should stick to quality stocks. She specifically mentions health care, as well as utilities and real estate, the other two sectors in large part.

Increased integration can further enhance the healthcare sector. Pfizer, Bristol-Myers Squibb and GSK (GSK) (Formerly GlaxoSmithKline) All have announced multi-billion dollar deals this year.

Of course there are dangers. Depending on the outcome of the Middle Ages, health care companies may be more closely monitored than regulators and politicians. If Republicans control the House and Senate, there may be questions about the future Obamacare and what this could mean for drug prices.

But as long as the Federal Reserve raises interest rates and investors continue to complain about inflation, health care stocks on Capitol Hill could remain well.

“It was a quality flight in the stock market,” said Edward Campbell, co-founder of PGIM Quantitative Solutions. “I’m not surprised to see that more classical defense sectors, such as health care, are doing well.”

All eyes at work

Thanks to rising prices, rising oil and gas prices, and fears of a slowdown in the housing market, fears of a recession are growing. But one of the most important parts of the U.S. economy – the labor market – remains strong.

Many businesses find it difficult to hire workers in the middle of a major strike, and employees are in the driver’s seat, ordering a healthy paycheck. But can even the labor market finally be ready to turn into a bad situation?

The government will report June salary figures on Friday. The data includes the weekly unemployment rate and monthly reports from the pay processor ADP on the private sector jobs as well as a busy week’s work report including government job vacancies and the JOLTS study.

Comment Why do so many workers still quit their jobs?
Economists predict that 295,000 jobs will be added in June. That is still a healthy amount, but it is less than the 390,000 jobs in May and the 436,000 jobs improved in April.

Unemployment is expected to remain at 3.6%, but could eventually rise. According to forecasts at the final meeting of the federation earlier this month, Central Bank members are expected to lose 3.7% this year, to 3.9% next year and 4.1% by 2024.

That is still the lowest in history. But as wages rise, there are fears that American workers will not be able to keep up with rising inflation. The average hourly wage in May rose 5.2 percent year-on-year, down from 5.5 percent in April.

Economists, investors and job seekers are keeping a close eye on the numbers in June to see if wage growth continues.

Next

Monday: American markets are closed for Independence Day.

Tuesday: American Factory Orders

Wednesday: Non-US ISM manufacturer index; Minutes from the June meeting of the US Federation

Thursday: ADP Private Sector American Jobs; Weekly U.S. unemployment questions; US JOLTS; Revenues from Levi Strauss (LEVI)

Friday: U.S. jobs for June

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