Fading AI momentum and shifting rate bets defined the week. Blowout earnings gave markets a brief lift before selling resumed. Defensive sectors led as tech lagged, crypto slid, and yields fell on strong labor data. Volatility ticked higher. Eric Criscuolo breaks it down in this week’s Market Storylines.
Founder | Enhiyil Strategic Group | Designing Alignment, Stability & Measurable Advantage Across Finance, Regulation & Systems
5hThe rotation into defensive groups reflected more than sentiment. Sector-level earnings durability and funding considerations tend to matter more when investors face uncertainty around labor data and future rate moves.