Stocks Keep Slipping — Here’s What’s Replacing Them
Julius updates the Relative Rotation Graph portfolio framework and highlights a key shift in market leadership. Stocks remain under pressure, with continued weakness in technology, financials, and consumer discretionary, while fixed income assets have begun to outperform. RRG analysis shows strengthening momentum in bonds and a rotation away from equities as the S&P 500 trends lower with a series of lower highs and lower lows.
The video was originally published on April 2, 2026. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
