Photo: AFP/Jewel Samad
Photo: AFP/Jewel Samad

Top performing sectors in today’s US market rally are in descending order: Casino and Gaming, Home Improvement Retail, Investment Banks, Regional Banks, Tire and Rubber, Life and Health Insurers, Airlines, Construction Materials, and Steel.  Banks benefit from higher rates and deregulation; gaming from higher consumer spending; insurers from health care reforms; construction materials and steel from infrastructure (and protection).