The sector rotation is screaming recession louder than any headline.$XLY down 5.6% in a month. Financials down 6.1%. Healthcare down 6.8%. Meanwhile energy ripped 7.6% higher.
That's a 13 point spread between energy and consumer discretionary. Costs rising while demand falls.…
— TraderHC (@traderhc) March 20, 2026
Ok wtf even is this pic.twitter.com/qw3FF8W77l
— Andrew Hollywood (@A_Hollywood1776) March 19, 2026