Sector Spotlight: Railroad Group Pops on RRG

Sector Spotlight: Sector Rotation & The Business Cycle

On this edition of StockCharts TV’s Sector Spotlight, I take a good look at the current state of asset class and sector rotation. I talk you through the daily and weekly rotations on the respective Relative Rotation Graphs, highlighting the strength of the USD, the pause in commodities and the continuing preference for stocks over bonds. The discussion on sector rotation starts with a look at recent rotations for the S&P sectors, moving to a weekly perspective breaking down the universe into offensive, defensive and sensitive. I then take that information from the current rotations of these groups on the Relative Rotation Graph and overlay that on the theoretical sector rotation model (Sam Stovall) to position the market on that business cycle.

This video was originally broadcast on December 7, 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 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

Julius de Kempenaer
Senior Technical Analyst, StockCharts.com
CreatorRelative Rotation Graphs
FounderRRG Research
Host ofSector Spotlight

Please find my handles for social media channels under the Bio below.

Feedback, comments or questions are welcome at [email protected]. I cannot promise to respond to each and every message, but I will certainly read them and, where reasonably possible, use the feedback and comments or answer questions.

To discuss RRG with me on S.C.A.N., tag me using the handle Julius_RRG.

RRG, Relative Rotation Graphs, JdK RS-Ratio, and JdK RS-Momentum are registered trademarks of RRG Research.

Julius de Kempenaer

About the author:
is the creator of Relative Rotation Graphs™. This unique method to visualize relative strength within a universe of securities was first launched on Bloomberg professional services terminals in January of 2011 and was released on StockCharts.com in July of 2014.

After graduating from the Dutch Royal Military Academy, Julius served in the Dutch Air Force in multiple officer ranks. He retired from the military as a captain in 1990 to enter the financial industry as a portfolio manager for Equity & Law (now part of AXA Investment Managers).
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