Defense and energy stocks lead a market rotation
Geopolitical risk and elevated energy prices are steering flows.
O
Oneonomy Admin
Investors are rotating toward defense and energy names as conflict and high energy prices dominate the tape.
What's happening
Defense-tech enthusiasm is spilling into public markets.
Energy strength reflects Middle East risk premia.
Why it matters
Sector leadership is tracking the geopolitical map.
Tags
MarketsDefenseEnergy