In this episode of StockCharts TV’s Sector Spotlight, I go over the current status of asset class rotation, noting the ongoing strength for stocks vis-a-vis other asset classes. After that, he moves to sector rotation and uses the breakdown of the sector universe into offensive, defensive, and sensitive sectors. The rotations for these different groups as they are underway at the moment are supporting underlying strength for the stock market in general (i.e. the S&P 500).
New episodes of Sector Spotlight premiere weekly on Mondays. Past episodes can be found here.