Sector Rotation Favors Technology — But for How Long?

Julius takes a top-down look at the markets, starting from asset class rotation and drilling into U.S. sectors, to reveal where strength and weakness are building. Stocks continue to outperform bonds, led by powerful uptrends in technology and communication services, though consumer staples remains deep in the lagging quadrant. Julius also highlights the mixed signals across discretionary, healthcare, and energy, as well as the steady pressure on defensive sectors. With only a handful of sectors driving market gains, Julius breaks down what these rotations say about market breadth and where risks may be emerging.

The video was originally published on October 9, 2025. Watch it on our dedicated page for Julius.

Past videos from Julius can be found here.