The tape today is screaming reallocation away from rate-sensitive growth into "safer" reopening trades. (https://www.cnbc.com/2026/08/06/top-tech-analyst-mahaney-sees-45percent-upside-for-this-food-delivery-platform.html), [Apollo's bidding for EasyJet](https://www.cnbc.com/2026/08/06/easyjet-apollo-castlelake-private-equity-budget-airline.html), and the AZN/BMY (https://www.cnbc.com/2026/08/06/astrazeneca-bristol-myers-merger-talks.html) is

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