Bloomberg Surveillance · Friday, July 17, 2026
Strategist Bart Ross suggests that value stocks, particularly in the financial and industrial sectors, could perform well in the latter half of the year. The strength of this trend, however, is contingent on falling yields and oil prices. If these conditions are not met, the market may see a more mixed performance.
“I think value could catch a bid, right, I think financial is industrials, some of those classic value stocks, energy is obviously going to move with oil, but that's been good lately.”
“The strength or the robustness of that move depends on what happens in Iran. If we get yields down and oil down, I think value has legs. If we don't, you know, it's more of a mixed bag.”