The Market Has Moved On
Markets rarely announce that a new chapter has begun. They simply move on, leaving investors debating yesterday's story.
Capital continues to rotate towards growth-sensitive assets. Gold's defensive appeal has faded, while commodities are increasingly being driven by economic strength rather than fear. Equity leadership is broadening, bonds remain under pressure, and the gap between headlines and market behaviour continues to widen.
The headlines may not have changed, but the trends certainly have.
