$JPMorgan (JPM.US)$$General Motors (GM.US)$$Boeing (BA.US)$ ...

$JPMorgan (JPM.US)$ $General Motors (GM.US)$ $Boeing (BA.US)$ 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