The market is attempting a risk-on rotation driven by falling oil and yields, but thematic leadership is fragmenting: cyclicals and high-beta themes are rebounding tactically, while software and mega-cap growth continue to lose relative sponsorship.
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The market is trying to stabilize, but leadership is getting narrower: software and selective semis are holding up, while precious metals, biotech beta, and broad commodity cyclicals are rolling over as oil, yields, and policy uncertainty keep tightening financial conditions.
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