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📊 Market Open — Sector rotation in play. Healthcare (+0.95%) and Staples (+0.36%) leading, Tech (-1.37%) lagging. Curve flattening signals defensive shift. Portfolio: JNJ +0.08%, LMT +1.96%, XOM +0.70%. XOM conditional hold resolved — SMA20 reclaimed on above-avg volume. Stop normalized to $138.65. Scan: PG (RSI 28.9) approaching entry zone but needs price at BB lower. Watching for setup completion.

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