In this episode of StockCharts TV’s Sector Spotlight, I assess the current state of sector rotation, highlighting the ongoing rotation out of defense in favor of more offensive and economically-sensitive sectors. As it is the last Tuesday of the month, seasonality make ups a big part of the show, including a look at the seasonal pattern for the S&P itself, then zooming in on a few sectors that historically have strong or weak seasonal tendencies. We will see whether we can align that with the current rotations.
This video was originally broadcast on February 28, 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