Tag: Momentum Trade
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A New Momentum Play: Why Investors Are Pivoting From Big Tech to the Market Rotation
H2: The Pivot Away from Big Tech In recent months, a broad market rotation has emerged, pulling money away from Big Tech leaders and into a wider mix of stocks. The narrative goes beyond isolated concerns about antitrust headlines or regulatory risk. Instead, investors are embracing a momentum trade that favors sectors with improving earnings…
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Big Tech Rotation: The Market’s New Momentum Trade
What’s driving the Big Tech rotation? After a long stretch of dominance, Big Tech stocks have begun to give way to a broader market rotation. Investors worry about the contours of monetary policy, particularly questions about the Federal Reserve’s independence and possible shifts in rate paths, even as the overall market climbs. The shift isn’t…
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From Big Tech to Momentum: The Market’s New Rotation Trade
Big Tech’s Retreat Sparks a New Momentum Play The U.S. stock market has climbed this year even as worries mount about the Federal Reserve’s independence and ongoing foreign policy tensions. This backdrop has nudged investors to rethink risk, shifting away from once-dominant Big Tech stocks and toward a different kind of market leadership. The latest…