This week Julius takes a good look at the current state of asset classes and sector rotation. He talks you through the daily and weekly rotations on the respective Relative Rotation Graphs, highlighting the strength of the USD, the pause in commodities and the continuing preference fort stocks over bonds.
The discussion on sector rotation starts with a look at recent rotations for the S&P sectors, moving to a weekly perspective breaking down the universe into offensive, defensive, and sensitive.
He then takes that information from the current rotations of these groups on the Relative Rotation Graph and overlays that on the theoretical sector rotation model (Sam Stovall) to position the market on that business cycle.
Here is the link to the sector rotation model : https://stockcharts.com/freecharts/perf.php?[SECT]#scc-perf-sectormodel