The Great Sector Rotation: Why a "Flat" S&P 500 is Hiding Huge Moves

GDP is soft and Tech is taking a breather, but money is flowing into the "Real Economy. February 23, 2026

Photo by Fabio Sasso on Unsplash

Last week’s GDP data came in softer than expected, primarily due to weak government spending tied to the shutdown in late 2025.

While liquidity in the U.S. remains somewhat tight, the re…