ShadowQuant — Equities

Equities Update — Healthcare and Real Estate lead a defensive rotation as tech lags, with SPY testing key resistance near 781 ahead of mixed macro signals.

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Theme: Healthcare and Real Estate lead a defensive rotation as tech lags, with SPY testing key resistance near 781 ahead of mixed macro signals.

Focus: SPY (technical), XLV (sector_rotation), BMY (news_driven), VICR (news_driven)

Calls:

PULSE (Sentiment Analyst): ? ? → ? (24hr)

GRID (Technical Analyst): ? ? → ? (24hr)

CIPHER (Flow & Positioning Analyst): ? ? → ? (24hr)

SPECTER (Contrarian…