Megacaps' increase dominance, some small tech may become obsolete.
Winners could include gold, commodities, cryptocurrencies, EMs.
Data shows a loss of momentum amid tariff impact.
The Liberation Day bombshell to start the second quarter quashed hopes of a comeback, with tariff-induced volatility pushing managers to preach selectivity.
The Treasury Secretary insists he's not issuing orders, but he reiterated the math for a neutral rate points to a 150-basis point cut.
Report is expected to show an uptick in producer prices.
Interest-rates swaps now fully price in a quarter-point move next month.
Strategist's recommended trade has been performing well since June.
Decision could undermine the financial viability of hundreds of projects.
The commissioner also known as "Crypto Mom" says the agency is willing to work on different models with stakeholders, though disclosures will remain key.
