Banking
The Great Rotation: Large-Cap Banks Surge as Yield Curve Steepens and Tech Momentum Stalls
As the first trading week of 2026 unfolds, the financial landscape is witnessing a historic "Great Rotation." Investors are aggressively pivoting away from the high-valuation technology giants that dominated the last decade, channeling capital into the once-stagnant banking sector. This shift reached a fever pitch on January 5,