The Stock Market Rotation
The Stock Market Rotation Goes Sour
The biggest winners in the equity market this year are some of its biggest losers this week.
In recent months, investors have flocked to blue-chip companies, small-cap shares and international markets in bets that market gains would broaden beyond the top U.S. names in artificial intelligence.
Those "rotation" plays into new sectors are all getting pummeled today.
Industrials and materials are among the worst-performing sectors in the S&P 500. The Russell 2000 small-stock index is down 1.6% over the past week, on par with losses for other major U.S. indexes.
Meanwhile, foreign benchmarks like Japan’s Nikkei 225 and the German DAX slid more than 3% Tuesday.
Wall Street Journal 3 mars 2026
Livsnerven i en tjurmarknad är sektorrotation
https://englundmacro.blogspot.com/2026/02/livsnerven-i-en-tjurmarknad-ar.html
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