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The Rotation Trade Collapsed - Where To Hide Now?

By Seeking Alpha March 16, 2026 Bearish
The Rotation Trade Collapsed - Where To Hide Now?
The rotation trade into US cyclicals/value collapsed, partially driven by an unfolding private credit crisis. The rotation trade in global stocks collapsed with a rising USD and the spike in oil price, driven by the war in Iran.
The rotation trade into US cyclicals/value collapsed, partially driven by an unfolding private credit crisis. The rotation trade in global stocks collapsed with a rising USD and the spike in oil price, driven by the war in Iran.