Flows are rotating into ESI while DD weakens

🇺🇸 A clear flow shift is underway as equities see a sharp move away from $DD (DuPont de Nemours, Inc.), which accounts for the largest outflow of $58M, and into ESI with a $77M inflow. This suggests traders are increasingly favoring defensive tech themes over cyclical exposure, despite the broader market's mixed tone. The top outflows from DD, EMB, and AIR reflect a retreat from risk assets, while ESI’s prominent inflow confirms a pivot toward stability. The divergence between these flows signals a shift in investor mood, emphasizing risk aversion rather than outright bullishness. Next, watch whether ESI’s inflow sustains through the close - a continuation would reinforce the move into defensive names, setting the tone for the coming sessions.