US economic growth is set to accelerate with cheaper oil. Federal Reserve rate cuts are likely with inflation cooling. Stock pickers are looking for alternatives to artificial intelligence plays and the American consumer continues to spend. Together it’s a near-perfect recipe for shares in companies that are most closely tied to the economic cycle. Banks like JPMorgan Chase & Co., equipment makers like Caterpillar Inc. and retailers like Gap Inc. and Dollar Tree Inc. are among the companies strategists an ...