Flows are rotating into SKA-B.ST while Financial Sector Cohort weakens

🇪🇺 Equities are seeing a sharp flow reversal, with inflows surpassing outflows for the first time in recent sessions. The market is shifting from broad sector exits to concentrated buying in specific themes, notably $SKA-B-ST, which drew a $70.76 billion inflow - almost matching the $70.65 billion outflow from the Financial Sector Cohort led by STAN-L. The dominant flow move underscores a tilt away from defensive and cyclical sectors toward a targeted risk-on stance. The key test ahead is whether this inflow persists beyond the initial burst, confirming whether investors are rotating into select themes or just repositioning temporarily. Watch for continued inflows into SKA-B-ST and the Utilities & Energy Cohort to validate a more sustained shift.