S&P 500 leadership narrows to eight names as equal-weight lags again
The index is a handful of cash-flow machines plus a long tail of companies that still need a cut cycle.
Elena VasquezSenior Markets Correspondent
Stock market data on a digital display
NEW YORK — The index is a handful of cash-flow machines plus a long tail of companies that still need a cut cycle.
Equal-weight underperformance is back to a range that usually forces a rotation speech. The rotation has not arrived. The speeches have.
Elena Vasquez
Senior Markets Correspondent
Covers Treasuries, the dollar, and the policy signals that reprice risk assets.