Deutsche Bank's Nicole DeBlase on 2026 industrials outlook

WITH PERCEIVED GROWING RISK IN TECH, INVESTORS ARE ROTATING INTO INDUSTRIALS SENDING THE SECTOR TO RECORD LEVELS. JOINING US NOW IS NICOLE DEBLASE DEUTSCHE BANK RESEARCH ANALYST NICOLE GREAT TO HAVE YOU WITH US. THANKS.GREAT TO BE HERE. YOU KNOW, IT'S ACTUALLY BEEN AN EXTRAORDINARY RUN THAT MAYBE PEOPLE AREN'T EVEN PAYING ATTENTION TO. IT'S THE LONGEST WINNING STREAK SINCE AUGUST OF 2020.THE TRANSPORTS THOUGH NICOLE AS YOU KNOW VERY WELL KNOW ARE THEY'RE VERY DIFFERENT IN TERMS OF THE COMPONENTS OF THE I ...