Economic Slowdown + Rate-cut Expectations → Defensive Rotation.

1. U.S. August jobs report fell significantly below expectations. 2. Weak labor data suggests aggressive Fed rate cuts are imminent. 3. Institutions rotated capital into healthcare, benefiting stocks like UNH and ELV. 4. Financials suffered outflows due to interest margin compression concerns. 5. Economic slowdown is prompting a defensive rotation in investments.