After a review of last week's rotations in asset classes and sectors, Julius does a deep dive into the Sector Rotation Model. He brings together all different elements of the Sector Rotation Model using Relative Rotation Graphs to gauge the current state for sectors in the stock market. Then he also analyzes the state of the economic metrics/indicators that are part of the complete model and sees if their current behavior/trend can be matched with the status of the sectors and give us an idea on where we are in the economic cycle.
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