Sector Spotlight with Julius de Kempenaer

Sector Spotlight with Julius de Kempenaer

Renowned technician and charting innovator, Julius de Kempenaer, creator of Relative Rotation Graphs and Senior Technical Analyst at StockCharts.com, hosts "Sector Spotlight" weekly on Tuesdays at 10:30am ET. Join Julius as he dives into the latest sector action, analyzing the leaders and laggards to give you a deeper sense of the market's current position. Plus, he'll showcase the use of RRG charts as an incredible tool for analyzing sectors and other market groups.

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Sector Spotlight with Julius de Kempenaer
  • When Defensive Sectors Break Support... | Julius de Kempenaer (06.21)

    Julius starts this episode of Sector Spotlight by answering two questions from the mailbag. He then moves on to the current rotation of asset classes and observes that a more pronounced pause in the turnaround for commodities seems imminent. Meanwhile, signals that the rotation from stocks to bon...

  • Tracking The Stock Market Slide on RRG | Julius de Kempenaer (06.13)

    Julius jumps right into the rotations for asset classes and sectors. At asset class level, the only things that go up in price are commodities; the USD has made a strong move and is back on track. Meanwhile, both stocks and bonds are dropping like a stone.

    Relative Rotation Graphs help to find s...

  • Real Estate Has Peaked | Julius de Kempenaer (06.07)

    After addressing seasonality and monthly charts in last week's episode, Julius goes back to talking you through the current rotations in Asset Classes and Sectors. The big picture is still for stocks going through a temporary recovery within the contours of a downtrend in the higher time-frame. J...

  • 62% of the Market is Now in a Downtrend | Julius de Kempenaer (05.31)

    Julius brings you a new episode that's jam-packed with content. First, he gives an update on current rotations in asset classes and sectors, highlighting continued strength for defensive sectors. As this Tuesday (5/31) is both the last Tuesday of the month (of May) and the end of the month, he co...

  • It's Just a Bounce For Now | Julius de Kempenaer (05.23)

    Using Relative Rotation Graphs, Julius talks you through the rotations for asset classes and sectors as they are currently unfolding. At asset class level, the improvement for fixed-income-related assets is worth noticing, as it is pushing stocks (SPY) down and into the lagging quadrant against a...

  • Bottom-Fishing With RRG | Julius de Kempenaer (05.17)

    In this episode of Sector Spotlight very briefly touches on the rotation for asset classes and then spends a bit more time on sectors. Highlighting that defensive sectors are still in the driving seat but also alerting one sector that could come up as potentially interesting for when things start...

  • 50% Of Market Cap Is Lagging SPY | Julius de Kempenaer (05.10)

    After looking at seasonality and long-term monthly charts in the last two episodes, Julius dives deep into the current sector rotation as it is playing out in the S&P 500 at the moment. The most important takeaway is that after a leading role for the defensive sectors in the run-up to current mar...

  • Monthly Charts Resting At Support | Julius de Kempenaer (05.03)

    On this first Tuesday for the month of May, Julius reviews the completed monthly charts for April. This process takes up almost the entire show so you will get a thorough feel for what's going on at the higher level time frame. The main takeaway is that many of these monthly charts are resting at...

  • Financials At Risk | Julius de Kempenaer (04.26)

    As it is the last Tuesday of the month Julius brings in his analysis of the seasonal patterns for sectors for the new month (of May) and tries to align them with the current rotations as he sees them unfold on the Relative Rotation Graphs.
    The one and only sector that stands out in that analysis,...

  • Defense, Defense, Defense! | Julius de Kempenaer (04.19)

    In this week's episode Julius briefly looks at the current rotations in asset classes and then dives into sectors. After a look at what happened last week, he breaks down the sector universes into cyclical/offensive, defensive, and sensitive. Julius then compares the rotations between large cap, ...

  • Market Past Top Shifting Towards Early Recession | Julius de Kempenaer (04.12)

    In this week's episode of Sector Spotlight Julius takes a look at last week's rotations for asset classes and sectors noticing the improving relative strength for stocks vs bonds but a general weakening of both stock and bond markets in price terms. The rapid rise of yields is taking its toll on ...

  • A Killer Combination: Strong Utes & Weak Bonds | Julius de Kempenaer (04.05)

    On this first Tuesday in April, Julius brings the monthly charts for asset classes and sectors to the forefront again. After a review of last week's rotations he brings up the monthly charts for the most important asset classes as well as sectors that exhibit interesting movements on the monthly ...

  • Bonds Remain A Threat | Julius de Kempenaer (03.29)

    After having missed last week's show, Julius catches up with a discussion on rotations for asset classes and sectors especially pointing out the rapidly rising interest rates and their potential impact on stocks.
    The near term rotations are in favor for stocks but the longer-term outlook remains ...

  • It's Not Over Yet For Slumping SPY! | Julius de Kempenaer (03.15)

    In this episode of Sector Spotlight Julius addresses last week's rotations for asset classes and sectors. After that he looks deeper into the current structure of the S&P 500 chart in combination with the RSI and discusses the interpretation of the current positive divergence that a lot of people...

  • Energy And Utilities Jump Amid Market Mayhem | Julius de Kempenaer (03.08)

    After another volatile week, Julius takes a look at rotations as they unfolded in asset classes and sectors where he finds defensive sectors topping the charts.
    Following the events in Eastern Europe between Russia and Ukraine he then takes another look at developments and rotations among interna...

  • Long Term Sector Trends Are Fading | Julius de Kempenaer (03.01)

    As it if the first Tuesday of the month, Julius takes on the monthly charts for February. After a short look at the current rotations for Asset Classes and Sectors he jumps into the long term trends as they are unfolding on the monthly charts.
    This time staring with Sectors to ensure there is eno...

  • Looking Abroad For Opportunities | Julius de Kempenaer (02.22)

    In this episode of Sector Spotlight Julius takes on the rotations in asset classes and US sectors as it unfolded last week. Because it is the last Tuesday of the month a look at seasonality in combination with current rotations is on the agenda. He then wraps up the show with a look at Internatio...

  • Old Support Returns As Resistance | Julius de Kempenaer (02.15)

    Julius goes over last week's rotations in Asset Classes and Sectors and puts these into a weekly perspective. In the Asset Class section he zooms in on Stocks, Bonds, and Commodities. In sectors he looks at rotations for XLC, XLE, XLF, XLK, XLY, and XLP.
    In the Sector Special segment, we are look...

  • Bonds Are Taking a Nosedive | Julius de Kempenaer (02.08)

    After last week's look at long term trends on monthly charts, Julius, this week, focuses on daily and weekly rotations as he sees them in asset classes and sectors.
    In the asset class segment, developments in the bond markets play a key role. Based on a large reversal pattern that is currently pl...

  • Sector Charts Showing Nasty Reversal Bars | Julius de Kempenaer (02.01)

    After a volatile week in the markets last week, and the completion of the monthly charts for January last Monday (1/31) this is a perfect moment to take a good look at the developments on these long-term charts.
    In the Asset Class segment, Julius looks at the SPY, GOVT, IEF, DJP, GSG, and $USD no...

  • Stock/Bond Ratio Signals Defense | Julius de Kempenaer (01.25)

    After a rocky week and a volatile Monday Julius evaluates the rotations for asset classes and sectors on his Relative Rotation Graphs. Both groups are showing some important shifts that suggest a further move to defense is in order.
    As it is the last Tuesday of the month, it is time to address se...

  • Cycle Shifting Towards Full Recovery/Top | Julius de Kempenaer (01.18)

    After going over the current rotations for asset classes and sectors, Julius uses the Equal Weight sectors to update and gauge the current position of the market in relation to the economic cycle. Since December things seem to have shifted more towards the full recovery phase which aligns with a ...

  • Tech and Discretionary Push S&P to Support | Julius de Kempenaer (01.11)

    In this episode of Sector Spotlight, Julius covers the rotations for asset classes, sectors, and crypto. The break below support of GOVT gets attention while the recent sector rotation out of Consumer Discretionary and Technology pushed the S&P 500 to the lower boundary of its rising channel wher...

  • 100th Episode Special with Guest Tom Dorsey | Julius de Kempenaer

    For this 100th episode, Julius invited market veteran Tom Dorsey to join him for a chat and celebrate 100 episodes of Sector Spotlight! They touch on how and when they had their ah-ha moment, or “epiphany” as Tom refers to it, where P&F charting and Relative Strength analysis made a decisive impa...