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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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, ...
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 ...
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 ...