$JPMorgan (JPM.US)$$General Motors (GM.US)$$Boeing (BA.US)$Investors rotating from defense into cyclicals … small caps and cyclicals have accounted for 36% of ETF flows over past month, most since June 2018 … TIPS-focused funds accounted for 13% of inflows, most since May 2016
Data from Arbor Data Science (twt: @DataArbor)
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