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, and not in a good way, is the Financial sector.
Of course he also talks you through the current rotations for asset classes, highlighting the fact that IEF (and 10 yr yields) have now reached their targets based on the large H&S formations.
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