This is the first Tuesday of the month which means Julius will be taking on the completed monthly charts for October.
He kicks off the show with a look back at last week's rotations on the Relative Rotation Graphs for Asset Classes and Sectors. The main takeaway here is the clear under-performance for defensive sectors which is usually a strong sign for the market as a whole as these sectors tend to under-perform when the market is strong. This is underscored by a rotation that starts to get back in favor of stocks over bonds after a short pause.
After the break Julius talks you through the completed monthly charts for some asset classes and all sectors. At the end of the show he wraps all that information up in one table and a view on the current market conditions.
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