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Consumers are far less likely to splurge on a large purchase than they might otherwise be.
Janet Yellen's hawkish tone no longer scares market participants.
Here are Friday's top research calls, including upgrades for Nvidia and Perrigo, a downgrade for Archer-Daniels and mixed reactions to Disney's most recent earnings results.
The sector presents a huge long-term opportunity, as long as investors bet on the right companies. Curtiss-Wright and Heico are solid choices.