“I think energy stocks would come under pressure. I think healthcare would come under pressure as well. And you should see a commensurate lift in industrials.”

 “Lower oil is great for consumers but it does mean lower prices for oil and it wouldn’t be great necessarily for the energy complex.”

 “A slight uptick in inflation expectations in April reflects some frustration that the inflation slowdown may have stalled... sentiment moved sideways for the fourth straight month, as consumers perceived few meaningful developments in the economy.”

 “Overall, consumers are reserving judgment about the economy in light of the upcoming election, which, in the view of many consumers, could have a substantial impact on the trajectory of the economy.”

 “Taken together, we expect an under-supplied summer, with global oil inventories drawing in 2Q and 3Q... Strong demand combined with geopolitical risk should support Brent prices of $94 a barrel by the end of the summer.”

 “There’s no doubt in my mind that energy outperformance has surprised a lot of people this year.”

 “I definitely think that a lot of folks are taking a harder look at it.”