I think there's a definite market shift going on. A couple of points. First, tech started outperforming from the April bottom...
The market has definitely started to embrace beta over safety...
And growth looks like it could be taking a lead from value although the trend isn't clear...
Finally, it also seems that large cap has started to turn vs small caps, although its still very early to call this a trend - so early that the chart isn't worth showing.





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