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How to play breadth with the rotation in ‘full bloom’ – SocGen

Jun 28, 2026, 8:25 AM ETState Street SPDR S&P Bank ETF (KBE), KBWBXLU, XLB, XLI, XLK, KRE, PSCI, WELDBy: Kim Khan, SA News Editor
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Investors should be looking to take advantage of a rotation in stocks that is in “full bloom,” according to Manish Kabra, cross-asset strategist at Société Générale.

Nine of 11 sectors are delivering double-digit profit, with technology (XLK) EPS growth

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