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Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength

Defensive Sectors Are Quietly Leading the Rally

Lucas and Luna examine a surprising trend in May 2026: while growth and small caps grab headlines, classic defensive sectors like utilities and healthcare are outperforming with low volatility. They break down the numbers—the Russell 2000 up 6.2% in five days, but the S&P 500 utilities sector up even more with half the drawdown. They discuss what this says about investor sentiment, whether it's a rotation or a hedging trade, and how you might think about positioning. Specific tickers and data from the latest session ground the conversation, including the flat Fed funds rate at 3.62% and…

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