On this edition of StockCharts TV's Sector Spotlight, I take a good look at the current state of asset class and sector rotation. I talk 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 for 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. I then take that information from the current rotations of these groups on the Relative Rotation Graph and overlay that on the theoretical sector rotation model (Sam Stovall) to position the market on that business cycle.
This video was originally broadcast on December 7, 2021. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube. You can also check out the video on the StockCharts TV on-demand website StockChartsTV.com, or on the associated app on mobile platforms like iOS and Android, or TV platforms like Roku, Apple TV, Amazon Fire TV and Chromecast.
Sector Spotlight airs weekly on Tuesdays at 10:30-11:00am ET. Past episodes can be found here.
#StaySafe, -Julius
Julius de Kempenaer
Senior Technical Analyst, StockCharts.com
Creator, Relative Rotation Graphs
Founder, RRG Research
Host of: Sector Spotlight
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