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4. Bria is the portfolio manager for an active mutual fund. The Federal Reserve just released the most recent value for the Index of Leading

4. Bria is the portfolio manager for an active mutual fund. The Federal Reserve just released the most recent value for the Index of Leading Indicators. The index value is 5% lower than market expectations. How should Bria change the ratio of consumer cyclical stocks to consumer staple stocks in her portfolio?

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