Sector Rotation Points to Large-Cap Growth Stocks

Julius de Kempenaer
by Julius de Kempenaer,
Senior Technical Analyst, StockCharts.com

Julius takes a look at the current sector rotation, in combination with growth-value and size rotation. Combining these Relative Rotation Graphs shows strength concentrating in large-cap growth and the Tech, Discretionary, and Communication Services sectors. From this vantage point, we can see continued strength for the S&P 500 and a clear upward break in the Stock/Bond ratio which favors stocks (risk-on).

The video was originally published on September 18, 2025. Watch it on our dedicated page for Julius.

Past videos from Julius can be found here.

#StayAlert, -Julius

Sectors Bonds Indicators
Julius de Kempenaer
About The Author:

Julius is a CMT and the creator of Relative Rotation Graphs™. This unique method to visualize relative strength within a universe of securities first launched on Bloomberg professional services terminals in 2011 and later on StockCharts in 2014. Learn More 

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