US MARKET DAILY PULSE REPORT: December 11, 2025
A violent rotation out of high-flying technology names and into defensive blue-chips.
The Big Picture: A Tale of Two Markets
The US markets displayed a historic divergence today, driven by a violent rotation out of high-flying technology names and into defensive blue-chips. The Dow Jones Industrial Average and S&P 500 surged to record highs, fueled by the Federal Reserve’s 25 basis point rate cut yesterday and a subsequent drop in the 10-…