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Investors are rotating into financial stocks. The Fed’s next move could determine how far the rally runs.

Economy MarketWatch By Frances Yue 02 Aug 2026 12:00 1 min read
Investors are rotating into financial stocks. The Fed’s next move could determine how far the rally runs.

Financial stocks have been among the market’s best performers this month. The Fed’s next move, however, may determine how much further the rotation can run.

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