In this first episode of Sector Spotlight for this year Julius looks back at rotations that happened over the holiday period and then addresses the monthly charts that completed in December. The long-term trend in the yield curve shows a rapid flattening in December and historically that seems to be supportive for strength in the stock market.
Seasonality in January and going into the first quarter looks like a mixed bag. The market itself (SPX) is 50/50 with a flat return on average in January. Julius picks out a few sectors showing above average odds for out- or underperformance in January and finds that there seems to be health seasonality for the health care sector at the start of the year.
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