Market rotation to continue, but U.S. economy at risk of overheating: Macquarie

The sharp move higher in U.S. treasury yields and the ongoing rotation into cyclical sectors should not be attributed only to Donald Trump's upcoming presidency. Rather, it's a reflection of an improving U.S. economy and a solid fundamental backdrop, according to David Doyle, North American strategist at Macquarie Capital. In other words, the market is catching…