By On this episode of StockCharts TV’s Sector Spotlight, the last one of the year 2023, I assess current rotations in asset classes, as well as US sectors. This big picture calls for a continued/renewed strength for stocks over bonds. As I observe, money is rotating out of defensive sectors and getting distributed to others, keeping the market up and pushing things higher.
This video was originally broadcast on December 22, 2023. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube.
Past episodes of Sector Spotlight can be found here.
#StaySafe, -Julius