The Federal Reserve has officially shifted gears. By lowering interest rates in mid-December 2025, the Fed sent a decisive signal to the global markets. For the better part of the last year, the stock ...

XLK (U.S. tech) and VEU (FTSE non-U.S. all shares) are currently doing the heavy lifting as the only two components delivering both excess returns relative to the SPX and accelerating momentum. A ...

Sector rotation is the movement of investment capital from one sector of the market to another in response to changes in the economic environment, interest rates, monetary policy, or broader market ...

A sector rotation can be a good way for investors to find clues to where the market is headed—but it’s a signpost that often goes unnoticed. Sector rotations happen when big money moves from one area ...

Investors were moving away from tech stocks and putting their money into other areas of the stock market on Thursday. This rotation helped push nontech stocks to all-time highs. Both the S&P 500 ...

The Global Industry Classification Standard (GICS) divides S&P 500 constituents into 11 different sectors based on each ...

NEW YORK, NEW YORK - OCTOBER 08: Traders work on the floor of the New York Stock Exchange during morning trading on October 08, 2024 in New York City. Stocks opened up on the rise after the Dow Jones ...

All the talk going into next week will be about the importance of Nvidia 's results and the impact that it could have on the market. That's no secret. I gave my thoughts to Morgan Brennan earlier in ...