📉 Market rotation has been th

📉 Market rotation has been the biggest talking point lately. I'm loving reading other people's thoughts and what their plans are forward.

For years it felt like you just had to own big tech, but now we're seeing money flow into other sectors.

I'm not however fully convinced this is the end of the Mag 7.

If earnings stay strong, this could simply be a healthier market rather than a weaker one.

As a newer investor that's been learning for years now before I go big, I'm trying to focus less on predicting the next headline and more on staying diversified and patient.

Do you think this is a temporary rotation or the start of a bigger shift? love to hear your thoughts!

Adz

Inflation Cools but Fed Hawks Divided — July on Hold; Will September Bring a Rate Hike?

Weaker US June CPI and PPI have eased July rate-hike fears. But Fed Chair Warsh called single-month data "imperfect indicators" of underlying inflation and stressed zero tolerance for persistent pressure. Hawkish splits persist: Dallas's Logan wants a "modest hike," while Vice Chair Jefferson backs a pause but warns hikes stay possible if inflation stalls. Futures price ~86% odds of a hold on July 29, yet September-hike odds top 50%. The market isn't trading cuts anymore — it's "pause in July, hike in September." Does tech keep benefiting, or is it time to brace for another hike?

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