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Two strategists on what's driving industrials and what markets expect

The industrial sector has taken off since Election Day. Cyclical stocks like General Electric, Deere, Boeing, Honeywell and Caterpillar have all seen hefty gains, due in part to the prospect of an economic rebound. Barry Knapp, managing partner at Ironsides Macroeconomics, and Kari Firestone, co-founder and CEO of Aureus Asset Management, joined "Squawk Box" on Tuesday to discuss.

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