Yields Dropping, Mega-Caps Pulling Ahead

3:15 p.m. ET The U.S. Dollar is down -0.5%, the 2-year yield is down almost 22 bp and 10-year yield down 10 bp. As this is the case, mega-caps are pulling ahead, which is the speculative bet I mentioned yesterday. Speculative Bet on Mega-Caps and A Less Hawkish Fed Than Priced In? SP-500 +1.4%, Dow…