Julius shares his thoughts on potential developments for the S&P 500. First, from an asset allocation perspective, he focuses on the development of the USD and interest rates in relation to the stock market. Then, he looks through the Sector Rotation lens, which shows renewed strength for defensive sectors, including a break to new all time highs for Utilities. The latter in particular is something that usually is not associated with a (renewed) uptrend in the general market.
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