Consumer Discretionary led at 1.24% and Technology added 0.59%, extending a 5.84% five-session run, while Utilities and Healthcare slipped; 7 of 12 sectors rose on a narrow 1.68-point spread.
Since the last briefing
Yesterday the committee kept its 55/45 preference for AI networking and connectivity suppliers and would add only while Technology's five-session trend stayed positive.
What drove the session and how it transmitted, the exposure table by persistence grade, where the committee disagreed, its verdict and weighting, and the falsifiers that would prove it wrong.