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 the stock market where defensive sectors are stepping to the forefront.
He then takes a look at the Sector Rotation Model bringing the sector views to the SRM framework while adding the four macro economic indicators that support the model into the mix to conclude that the (stock) market is very likely past its top and shifting towards the early recession phase.
The link to the public chart list for macro economic indicators of the sector rotation model. https://stockcharts.com/public/2918885
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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 ...
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 ...
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 pe...
