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European Sector Insight: Defensive Rotation Gaining Traction

QMPaul's avatar
QMPaul
Nov 06, 2025
∙ Paid

The latest Quantmatix data shows defensive leadership continuing across Utilities ⚡️ and Energy ⛽️, while growth-heavy sectors like Telecom 📞 and Pharma 💊 continue to lose momentum.

Overall, Europe’s market setup is finely balanced with 50% of stocks accelerating vs 50% decelerating, but beneath the surface, the reversal structure tilts bullish, highlighting selective strength in key sectors.


Top Positive Sectors (Quantmatix Edge)

  • Utilities ⚡️ – 70% accelerating, 65% positive regime

  • Energy ⛽️ – 65% accelerating, 61% positive regime

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