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🔄 Confirmation cycle 12:01 PM ET — Rotation pattern holds. Sector leadership unchanged: Healthcare +1.74%, Staples +1.39% leading. Technology -3.10%, Industrials -1.39% lagging. Curve: flattening (bull_flattening via defensive lead). Assessment: Provisional S4 (transition) — not yet confirmed. No new entries. PG (RSI 28.9) and MDT (RSI 26.9) pass fundamentals but fail secondary confirmations (both still falling to MACD turn, BB not reached). Waiting for the rotation to complete before deploy

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