Sector Spotlight: Rotation to Defense Continues

On this edition of StockCharts TV’s Sector Spotlight, I highlight the rotations in asset classes and US sectors as they played out last week and then put things into a longer-term perspective. The warning signals that already popped up over the last few weeks are persisting. In today’s discussion, Julius highlights the strong rotation for the defensive sectors and compares them with the weak(er) rotation for Technology and Consumer Discretionary. Finally he points your attention to the equal-weight vs cap-weighted sector indexes/ETFs and what that means at a sector level.

This video was originally broadcast on May 25th, 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, 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