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Sector Spotlight: Sector Rotation Sends Mixed Signals – Capital That Works

Sector Spotlight: Sector Rotation Sends Mixed Signals

On this episode of StockCharts TV’s Sector Spotlight, after two weeks of non-regular market updates, I’m back with a regular episode. Here, I dive deep into the current state of rotation in asset classes, highlighting the strength of commodities and the opposing rotations for stocks and bonds. Afterwards, I follow up with an extensive look at sector rotation, broken down into Offensive, Defensive, and Sensitive sectors.

This video was originally broadcast on September 26, 2023. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube.

Past episodes of Sector Spotlight can be found here.

#StaySafe, -Julius