A Quiet Shift is Happening in This Market
Julius updates his RRG portfolio framework and finds that while markets feel volatile, underlying rotations remain relatively stable. Commodities continue to lead, stocks remain under pressure, and bonds and the U.S. dollar are starting to improve. Beneath the surface, sector leadership is shifting, with strength building in defensive areas like utilities and real estate while technology and financials lag.
The video was originally published on March 18, 2026. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
