RRG Shows Rotation from Discretionary to Energy | Julius de Kempenaer (11.15)
Sector Spotlight with Julius de Kempenaer • 26m
This week's episode of Sector Spotlight is dedicated to a review of the current state of sector rotation in both asset classes and sectors. At Asset Class level, the rotations for the USD and its digital counterpart Bitcoin are worth a closer look as both are showing interesting technical developments. At sector level, the main takeaway is that many sectors are reaching resistance levels and so far have not been able to break these barriers. The exception is the Energy sector, which broke to new highs and seems to be attracting money from the Consumer Discretionary sector which is close to breaking relative support.
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