We're at a point where there is some rotation, but I believe it's a very positive development because you're getting broader participation on the economically sensitive sector because, the fear of recession is going away and the deflation fear is gone, ... Business Day.
The bond market still believes that the Fed is an inflation fighter, the bond market still believes that there really isn't inflation today, and they applaud the moves by the Fed to be ready for future,
The big-cap technology leaders are doing reasonably well, ... I still believe technology companies will provide leadership. They will be followed alongside by pharmaceuticals and financials.