Value vs Growth Inflection

Value vs Growth Inflection

Market Signal

VTV/VUG ratio at multi-month low while value-cohort scans (defensive, consumer-staples) print cold and growth-cohort (mag7, ai-infra, semis) prints hot — confirms a value-lagging / growth-leading market backdrop, not a rotation in progress.

10 events
DateTypeEvent
Apr 28 ScanMarket Pulse Scan Apr 26 ScanMarket Pulse Scan May 29 ScanMarket Pulse Scan Apr 13 ScanMarket Pulse Scan Jun 16 ScanMarket Pulse May 23 ArticleWeird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat Apr 3 ScanMarket Pulse Scan Jun 20 ScanMarket Pulse — 2026 06 20 (Macro Dashboard) Jun 25 ScanMarket Pulse — Macro Dashboard, June 25, 2026 Jun 26 ScanMarket Pulse — EOW Macro Dashboard

No direct external sources are attached to this read.