Rotation

(Bloomberg) -- Wall Street traders renewed expectations for a half-percentage-point interest-rate cut by the Federal Reserve next week, spurring trading in stocks that would benefit most from policy easing.Most Read from…

Pavel Muravyov July saw a sharp drop in interest rates, causing a “violent turnover” in cyclical and interest rate-sensitive sectors such as small caps in the US (VB), (IJR), (SCHA), (IWM), as well as Europe (IEUR) and Japan (EWJ). Both…

This is one of the most unusual periods the markets have ever seen. It’s hard to pinpoint what’s happening, but consider the following:The Russell 2000 rose 12% in five days. According to John Authers, this move in the past 30 years has…

(Bloomberg) -- Wall Street traders betting the Federal Reserve will be able to cut rates soon sent bond yields tumbling — while driving a big rotation out of the tech megacaps that have powered the bull market in stocks.Most Read from…

Every bull run starts with a wave of capital inflows, something that excites those watching enough to cause FOMO. As a result of that FOMO, traders & paper holders get emotional about holding “this damn coin that just does nothing,”.…