Market Leadership Is Changing, Here's Where to Look

Mary Ellen breaks down a market environment where leadership has rotated away from growth and into more defensive areas. With the S&P 500 losing support and yields rising, she explains why sectors like utilities, staples, energy, and fertilizers are gaining strength while technology continues to weaken. She highlights where money is flowing, how to identify leading stocks using StockCharts tools, and what signals to watch as key economic data and Fed commentary approach.
This episode originally premiered on March 27, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.
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