Growth Rotation and Clarity Timelines Add to Existing Headwinds Ahead of CPI

Another Tough Day for Risk Assets: It was another difficult session for both crypto and broader risk assets. Unlike some of the recent crypto-specific weaknesses, today's move occurred alongside a broader selloff across equities. While technology stocks recovered some losses into the close, the broader theme of rotation away from growth and toward more defensive areas of the market remains intact. This matters beca...

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