Is Consumer Discretionary About to Take Over the Market?

Julius breaks down the latest asset class and sector rotations in order to show where real market strength is building. Stocks continue to outperform bonds, but the spotlight is on sectors: technology remains strong, financials and industrials are gaining, and consumer discretionary is accelerating with broad participation. Meanwhile, defensive groups like staples, utilities, and real estate keep slipping, and seasonality points to October as a key turning window. In combination, these shifts could set the stage for the next big move in the markets.

The video was originally published on August 28, 2025. Watch it on our dedicated page for Julius.

Past videos from Julius can be found here.

#StayAlert, -Julius