In this episode of StockCharts TV’s Sector Spotlight, I present an in-depth assessment of the current state of rotation in asset classes and sectors, and also share some background on where the split into three groups — offensive, defensive, and sensitive — is coming from. Spoiler alert: The rotation OUT of defensive sectors is accelerating.
This video was originally broadcast on June 13, 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. 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
