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Big Decline. Big Rally. What the Charts Tell Us About What Comes Next | Katie Stockton

Excess Returns

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Navigating Market Trends: Sector Rotation Insights

This chapter explores the analysis of treasury yields and their influence on market sentiment, focusing on the importance of moving averages for investors. The speakers discuss the contrasting performance between U.S. markets and international equities, especially in China, highlighting potential investment opportunities and the need for strategic timing. Additionally, the chapter emphasizes sector rotation strategies, assessing relative strength, and the shift towards defensive sectors in light of current market conditions.

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