Stock theme rotation in one chart
“What has worked well for the past six months will still work when interest rate cuts are re-evaluated, the possibility of a change of government increases, and AI is re-evaluated?” Goldman's FICC & Stock Desk asked. “As the rotation we pointed out last week continues, considering changes in market dynamics, I think it makes sense to gain momentum. This is shown by large stocks (NYSEARCA: SPY) (IVV) (VOO) surpassing small-cap stocks (NYSEARCA: IWM) for 5 consecutive days, the worst since 2020.”
A chart of the rotation for the past 5 days compared to where funds flowed until 7/9 was provided.
![Stock theme rotation in one chart](https://sgsnsimg.moomoo.com/sns_client_feed/181383973/20240718/c213eaf7b12c183db1f573c1a370d49e.jpg/big?area=105&is_public=true)
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment