In this episode of Sector Spotlight Julius reviews the current rotations for Asset Classes and Sectors.
As it is the last Tuesday of the month he brings in the seasonality segment to find out if there are any meaningful seasonal patterns coinciding with current rotations on the Relative Rotation Graph. Unfortunately the rotations are still remaining unclear.
However, a more important message seems to be coming from the price movement in the government bond market which is spilling over to the stock/bond ratio as well as the rotation for the Financials sector.
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