As we have seen, there has been a sizable rotation out of growth and into value-centric assets since Thursday, July 11. Our thoughts: The ‘Great Rotation’ needed a catalyst, and we now have a few of them (CPI’s disinflation print, changes in the interest rate cycle, 100% prob of a rate cut in September, etc). All [...] The post CIO Thoughts: The Interest Rate Cycle Trumps the Political Cycle. Will ‘The Great Rotation’ Last? appeared first on ETF Trends .