Big Take

Wall Street’s Great Rotation

Jul 26, 2024
Isabelle Lee, a Bloomberg reporter with a knack for cross-asset analysis, dives into the intriguing shift occurring in U.S. markets. Investors are moving away from large tech stocks towards smaller companies amid a volatile landscape. The conversation touches on the decline of major indices and the 'great rotation' fueled by cooling inflation and interest rate possibilities. Additionally, they discuss how recent political events are influencing market dynamics and the reliability of index funds in uncertain times.
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