Stock Markets Rebound as Inflation Slows and Investors Refocus

Inflation slowing has allowed investors to rotate back into growth stocks and beaten-down sectors.
Major indexes like the S&P 500 and Nasdaq have rallied from June lows on cooling inflation.
High dividend stocks and recession-resistant sectors remain attractive despite the rebound.
Analysts point to select technology and biotech stocks with significant upside potential.
Uncertainty remains around the Fed's path forward and the risk of further volatility persists.