Investors are going to rotate back into safety stocks if the April jobs number disappoints on Friday, said TheStreet's Jim Cramer. He said the 'rolling bull market' will pull money back into consumer staples and soft goods companies such as Johnson & Johnson (JNJ) , Kimberly-Clark (KMB) and one of his favorites, Clorox (CLX) , if macro data fails to meet Wall Street's expectations. Cramer believes investors might rotate out of names like Freeport-McMoRan (FCX) .
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