Rebalances, Rotations, Rolling stones and all… The S&P hasn't had a daily move in either direction of more than half a percent for 6 days now, so let’s take a closer look under the hood….. Markets continue to rotate in the direction that the peak in yields is behind us - with the most obvious leader being US tech marking all-time high this week - but under the surface in Europe it's very interesting to follow the flows.. We are seeing (and we would agree with, in this environment), a strong bia…
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