WS #15959

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UnitedHealth's strong Q3 performance and raised full-year guidance have provided a safe haven for capital fleeing tech, driving the XLV index to its first intraday record since mid-August. This sector rotation highlights the market's preference for defensive, cash-flow-positive assets amidst macro uncertainty.

Healthcare Defensive Rally

UnitedHealth's strong Q3 performance and raised full-year guidance have provided a safe haven for capital fleeing tech, driving the XLV index to its first intraday record since mid-August. This sector rotation highlights the market's preference for defensive, cash-flow-positive assets amidst macro uncertainty.

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