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How to Read Sector Rotation: Identifying Business Cycle Phases Through Markets

How-To Guides

Sector rotation patterns reveal where we are in the business cycle. The classic rotation model: (1) Early Recovery β€” cyclicals lead (Consumer Discretionary, Industrials, Financials, Real Estate). Fed starts cutting rates. (2) Mid Cycle/Expansion β€” Technology and Communication Services lead as earnings grow. The longest phase. (3) Late Cycle β€” Energy and Materials outperform as commodity prices rise with inflation. Defensive sectors start rotating in. (4) Recession β€” Utilities, Healthcare, and Consumer Staples outperform. Yields fall, gold rises. How to track: compare relative performance of sector ETFs (XLK, XLF, XLE, XLU, etc.) over rolling 1-3 month periods. When defensive sectors start outperforming cyclicals while yields are still high, it's a classic late-cycle warning. Cross-reference with PMI, yield curve, and credit spreads for confirmation.

How to Read Sector Rotation: Identifying Business Cycle Phases Through Markets | ECONPLEX