S&P up over 5 percent this week, you would think the entire market is rallying.
Think again. Lift the hood a little, and you will see big-time rotation going on.
The leaders: financial, commodities
The laggards: tech, retail
Banks: new leaders?
- Fifth Third up 119%
- B of A up 63%
- Citi up 37%
- PNC up 40%