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Consumer Discretionary In The Great Rotation

By Seeking Alpha February 24, 2026 Neutral
Consumer Discretionary In The Great Rotation
The Great Rotation is moving capital from tech to value, defensives, and emerging markets. Strong gains in consumer staples signal a defensive shift, not necessarily a recession call.
The Great Rotation is moving capital from tech to value, defensives, and emerging markets. Strong gains in consumer staples signal a defensive shift, not necessarily a recession call.