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Scan live themes, spot what is moving, and open the setups worth paying attention to.

Updated
2m ago
Mode
Risk-On Broadening
Live Themes
5 active
Adding breadth
1
Early setups
2
Weakening
1
Fully confirmed
1
Stage
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Theme
State
Leader
Strength
Breadth
Move
Why it matters
Selected Theme

Cyclical Acceleration

Confirmed74% breadth

Risk-on rotation into cyclicals driven by yield compression and margin beats. Discretionary and industrials are leading with volume confirmation.

What to watch
Transports (IYT) breadth above 65%
What breaks it
10Y above 4.35% or crude below $76
Leading names
AMZNHDTGT
Spread
Consumer discretionary, industrials, financials
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