This Market Just Turned — Or Did It?
Julius de Kempenaer analyzes the latest Relative Rotation Graphs to assess whether the recent move in stocks marks a true market turn. While equities are showing short-term improvement, longer-term trends remain mixed. Leadership is shifting again, with technology and communication services gaining strength while defensive sectors weaken and fixed income rolls over. In this video, Julius focuses on how to interpret these rotations and what they mean for portfolio positioning.
The video was originally published on April 17, 2026. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
