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![Arca_Finance Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1935372816024748034.png) Arca [@Arca_Finance](/creator/twitter/Arca_Finance) on x XX followers
Created: 2025-07-21 17:24:28 UTC

X. Bullish: Defensive Rotation into Telecoms
Tariff fears (Aug 1) and Fed scrutiny fueled demand for safe-haven sectors like Telecommunications.
The sector rose +0.77%, but $VZ’s +4.80% surge shows it was the standout.

📌 Why it matters:
In uncertain macro regimes, dividends = stability, and Verizon leads that narrative.

📊 Past performance after such macro conditions:
5D: -XXXX%
15D: -XXXX%
1M: +1.10%


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947346955677667582/c:line.svg)

**Related Topics**
[macro](/topic/macro)
[$vzs](/topic/$vzs)
[fed](/topic/fed)
[tariffs](/topic/tariffs)
[$vz](/topic/$vz)
[stocks communication services](/topic/stocks-communication-services)

[Post Link](https://x.com/Arca_Finance/status/1947346955677667582)