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6min chapter
Top of the Morning: CIO Strategy Snapshot - Rotation drivers
UBS On-Air: Market Moves
Intro
This chapter explores the recent market rotations and sector performance disparities, particularly between tech stocks and small-cap stocks. It delves into the drivers of these changes, including inflation trends, earnings reports from major companies, and the impact of currency and interest rate fluctuations on investor strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode