Markets flipped the usual script today as small caps outperformed the major indices (RTY was +1%), Nvidia fell almost 4%, and Consumer Discretionary and Real Estate topped the S&P sector leaderboard. The SPX and CCMP finished lower for multiple reasons – weakness in certain corners of the market, for one (see: software). Additionally, this morning’s economic data inflated investors’ concerns regarding the economy, giving treasuries a boost. Q1 GDP/PCE/Personal Consumption and April pending home…
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