Stocks are Improving - So Why Am I Still Cautious?
Julius reviews a week where stocks begin to curl higher again on a relative basis — but with important confirmation still missing. While asset class rotation improves for equities and several cyclical sectors start to recover, technology remains weak and price resistance continues to cap upside. Julius walks through asset classes, yield curve maturities, sectors, and commodities to explain why this early improvement may not yet be enough to fully embrace a renewed rally.
The video was originally published on December 23, 2025. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
