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The US equity market experienced a notable defensive rotation on July 2, 2026, as investors shifted capital away from growth-oriented sectors and into traditionally defensive areas of the market. Health Care, Utilities, Consumer Staples, and Real Estate all posted solid gains, while Technology suffered …

The US sector rotation profile on July 2, 2026, highlights a major shift in market leadership. Defensive sectors are becoming increasingly dominant, with Health Care joining Utilities, Industrials, and Financials in the Leading quadrant. At the same time, Technology has lost both relative strength …

Open Standard, an independent company backed by more than 140 businesses, launched Open USD, a U.S. dollar-pegged stablecoin, aiming to broaden the adoption of digital tokens beyond their current use cases. The token, ticker OUSD, is expected to go live later this year. Founding …

• Meta Platforms (NASDAQ: META) is reportedly developing a commercial AI cloud business called "Meta Compute."

1. NFP: June Payrolls +57K, Massive Miss vs 110-115K Forecast; Unemployment Ticks to 4.2%; April and May Revised Down 74,000 Combined; Leisure and Hospitality -61K

The US equity market delivered a mixed but rotational session on July 1, 2026. Investors shifted capital away from Technology and Utilities while increasing exposure to Communication Services, Financials, and selected consumer-oriented sectors. The session reflected a broad reallocation of capital rather than a …

The US sector rotation profile on July 1, 2026, suggests the market is undergoing a leadership transition. While Industrials and Utilities continue to lead, momentum is increasingly shifting toward Consumer Discretionary and Communication Services. At the same time, Technology and Financials are losing relative …