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Articles tagged as

sector rotation

What’s the most important technical event taking place in U.S. capital markets today? Sure, new all-time highs would be a reasonable first guess, but it’s actually the sector rotation under the hood, so to speak, that has the potential to have the biggest impact to portfolios through H2. Why? First, US 10-year Treasury note yields...

Cyclicals, Si! Defensives, No. Look Under the Hood
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