Fed's Dot Plot and Sector Rotation

The latest FOMC minutes and the subtly hawkish dot plot have me thinking about where capital might flow next. With the market seemingly pricing in fewer cuts than previously anticipated, there's less tailwind for growth-dependent names, at least in the short term. I'm keeping a closer eye on sectors that historically perform well in a higher-for-longer rate environment or those less sensitive to rates. Seeing $BOTZ at 36.065 today, up marginally, makes me wonder if the broader tech narrative is getting a bit tired for some, potentially leading to rotation. Meanwhile, $CADJPY hovering around 115.387 is an interesting signal for those watching carry trades, but the current macro uncertainty makes me cautious about chasing those moves without more clarity on the global rate differential trajectory.