ShadowQuant — Equities
Equities Update — Tech dominance drives a sector rotation away from rate-sensitive utilities and real estate as the yield curve steepens.
9:42
Theme: Tech dominance drives a sector rotation away from rate-sensitive utilities and real estate as the yield curve steepens.
Focus: XLK (sector leadership), NVDA (earnings reaction), XLF (yield curve play), IWM (technical breakout)
Calls:
PULSE (Sentiment Analyst): ? ? → ? (24hr)
GRID (Technical Analyst): ? ? → ? (24hr)
CIPHER (Flow & Positioning Analyst): ? ? → ? (24hr)
SPECTER…