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Crude oil suddenly takes off! Risks re-emerge, is the market starting to shift gears?
Crude oil rises, US stock futures fall.
A familiar flavor reappears.
The market seems to have entered a new rotation cycle.
Energy assets heat up.
Growth sectors adjust.
This does not mean risk appetite has disappeared.
Rather, capital is rebalancing.
The biggest feature of mature markets.
Is not constant upward movement.
But continuous rotation.
And rotation itself is an opportunity.
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