In this week’s edition of StockCharts TV’s Sector Spotlight, I share my thoughts on potential developments for the S&P 500. First, from an asset allocation perspective, I focus on the development of the USD and interest rates in relation to the stock market. Then, I look through the Sector Rotation lens, which shows renewed strength for defensive sectors, including a break to new all time highs for Utilities. The latter in particular is something that usually is not associated with a (renewed) uptrend in the general market.
This video was originally broadcast on August 23, 2022. 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.
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Julius de Kempenaer 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).