NUKL.DU is trading 3.4% up today as investors rotate back into higher-beta themes following Wednesday’s risk-off de-risking ahead of the Federal Reserve's interest rate decision.
- Today’s broad equity rally and cooling inflation signals are lifting cyclical and thematic exposures, driving a recovery in the nuclear energy sector.
- Stronger sentiment in the technology sector is supporting a bounce across uranium miners and nuclear infrastructure names tracked by the MarketVector Global Uranium and Nuclear Energy Infrastructure Index.