Julius highlights the rotations in asset classes and US sectors as they played out last week and then puts things into a longer term perspective. The warning signals that already popped up over the last few weeks are persisting.
In the discussion Julius highlights the strong rotation for the defensive sectors and compares them with the weak(er) rotation for Technology and Consumer Discretionary.
Finally he points your attention to the equal weight vs cap weighted sector indexes/ETFs and what that means at a sector level.
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