Inverted Yield Curve Looms Over Stock Market | Julius de Kempenaer (10.18)
Sector Spotlight with Julius de Kempenaer • 27m
After one week of hiatus, Julius is back with a new episode of Sector Spotlight. This week, he's catching up with a refresher on asset class rotation, as well as sector rotation. In the AC segment, he points to the still-inverted yield curve and how that has historically played out for the stock market. Julius separates the sector rotation into three segments -- Offensive, Defensive and Cyclical -- and points to strong rotation for Financials in an otherwise weak rotation for offensive sectors. And a weak rotation for Utilities in a generally strong rotation for defense.
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