US market futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up 0.1%. The main fuel is stronger European activity data. The Eurozone Composite PMI sits at 53.1, a three and a half year high that signals businesses are busier, which can support global demand for US manufacturers and tech suppliers. At the same time, higher input costs across Europe and the UK, driven by fuel and wider energy pressures, hint that inflation is still a concern. Investors now face a clear question: Do they lean toward growth exposed sectors like technology and industrials, or stay closer to defensives such as utilities and real estate that often feel interest rate and cost pressures more directly?
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