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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In this episode of Sector Spotlight, Julius de Kempenaer takes a look at recent rotations in asset classes and sectors. The recent strength for stocks over bonds at asset class level is clear, but the rotational picture for the weekly and daily time frames is not aligning (yet). Julius is watchin...
In this episode of Sector Spotlight, Julius starts with a look at Growth/Value and Size (Large-, Mid-, and Small-cap) rotations. After that he takes an extensive look at the rotations of Offensive, Defensive, and Sensitive sectors and their individual charts. The common theme here is that many of...
In this episode, Julius starts with a look at the current state of Sector Rotation in US stocks. Due to last week's special edition, this week's episode covers both the seasonality segment and the review of the completed monthly charts for July, as it is the first Tuesday of the new month. With m...
