The latest Relative Rotation Graph (RRG) for July 14, 2026, reveals an important shift in the US sector landscape. Health Care has rotated from Leading into Weakening, leaving the market without a clear leadership sector for the first time in several weeks. At the …
Today's session showed a mixed but broadly constructive picture across thematic and commodity ETFs. The iShares PHLX Semiconductor ETF (SOXX) and Roundhill Memory ETF (DRAM) both posted strong single-day gains after multi-week pullbacks, while the Defiance Quantum ETF (QTUM) continued to drift lower within …
The latest Relative Rotation Graph (RRG) for July 13, 2026, highlights a continued concentration of market leadership within Health Care, while several sectors continue to improve their relative momentum profiles. Consumer Discretionary has rotated into the Improving quadrant, joining Communication Services and Energy as …
The US equity market displayed a mixed performance on July 13, 2026, as investors rotated capital away from growth-oriented sectors and into energy and defensive industries. Energy stocks delivered a standout performance, while Utilities, Consumer Staples, Financials, Real Estate, and Health Care also advanced. …
There is a certain American genius for turning a crisis into a business model. On July 13th, President Donald Trump announced, via a post on Truth Social, that the United States would henceforth act as "THE GUARDIAN OF THE HORMUZ STRAIT," a title nobody …
The US equity market delivered another constructive session on July 10, 2026, with most sectors recording gains. Materials, Consumer Staples, and Communication Services led the advance, while Utilities, Real Estate, Industrials, and Energy also participated. The broad nature of the rally suggests investor confidence …
The latest Relative Rotation Graph (RRG) for July 10, 2026, highlights a meaningful shift in sector rotation dynamics. Health Care has successfully entered the Leading quadrant, establishing itself as the market's strongest leadership sector. Meanwhile, Communication Services and Energy continue to exhibit some of …
Start with the headline number. US hotel stocks are up around 16% on a year-to-date basis in 2026, comfortably ahead of the S&P 500's roughly 9-11% gain over the same period. The Baird Hotel Stock Index, a closely watched barometer for the sector, has …
The US equity market delivered a broad-based advance on July 9, 2026, with growth-oriented sectors leading the gains. Technology, Consumer Discretionary, Financials, and Communication Services all posted solid advances, highlighting improving investor confidence and stronger risk appetite. Meanwhile, traditional defensive sectors and Energy lagged …
The latest Relative Rotation Graph (RRG) for July 9, 2026, reveals a notable shift in sector rotation dynamics. While Health Care continues to demonstrate defensive leadership, Consumer Discretionary has successfully entered the Leading quadrant, signalling growing investor confidence in cyclical growth opportunities. At the …