<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>Search Results for &#8220;rotation&#8221; &#8211; ISABELNET</title>
	<atom:link href="https://www.isabelnet.com/search/rotation/feed/rss2/" rel="self" type="application/rss+xml" />
	<link>https://www.isabelnet.com</link>
	<description>Advanced Stock Market Forecast for Professional and Individual</description>
	<lastBuildDate>Tue, 10 Feb 2026 09:35:26 +0000</lastBuildDate>
	<language>en-US</language>
	<sy:updatePeriod>
	hourly	</sy:updatePeriod>
	<sy:updateFrequency>
	1	</sy:updateFrequency>
	<generator>https://wordpress.org/?v=7.0</generator>

<image>
	<url>https://www.isabelnet.com/wp-content/uploads/2019/02/icon-png.png</url>
	<title>Search Results for &#8220;rotation&#8221; &#8211; ISABELNET</title>
	<link>https://www.isabelnet.com</link>
	<width>32</width>
	<height>32</height>
</image> 
	<item>
		<title>Sector Weights in the S&#038;P 500</title>
		<link>https://www.isabelnet.com/sp-500-and-weight-of-information-technology-sector/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 10 Feb 2026 09:30:14 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=31800</guid>

					<description><![CDATA[Sector Weights in the S&#38;P 500 U.S. defensive sectors, excluding pharma and biotech, remain near their lowest share of the S&#38;P 500 since 1990, even after a tech-led rotation nudged investors to trim some of their technology exposure. Image: Deutsche Bank]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 Market Cap vs. Equal Weighted Returns</title>
		<link>https://www.isabelnet.com/sp-500-equalweight-sp-500-market-cap-weighted/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 19 Jan 2026 09:33:46 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=36154</guid>

					<description><![CDATA[S&#038;P 500 Market Cap vs. Equal Weighted Returns A wave of sector rotation has lifted the S&#38;P 500 equal-weighted index to record highs, tightening its gap with the market-cap gauge as investors pull back from tech. Image: Real Investment Advice]]></description>
		
		
		
			</item>
		<item>
		<title>Equity Market and Share of the Biggest Sector in the U.S.</title>
		<link>https://www.isabelnet.com/equity-market-and-share-of-the-biggest-sector-in-the-u-s/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 06 Nov 2025 09:30:12 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=31204</guid>

					<description><![CDATA[Equity Market and Share of the Biggest Sector in the U.S. History keeps repeating on Wall Street — when diversification fades, sector dominance rises. But it never lasts. Sooner or later, shifts in the economy, technology, or geopolitics bring the rotation full circle. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Gold Speculative Positions</title>
		<link>https://www.isabelnet.com/gold-speculative-positions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 05 Jun 2025 08:31:00 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=34730</guid>

					<description><![CDATA[Gold Speculative Positions Speculative positioning in gold has declined sharply in recent weeks, driven by profit-taking, risk repricing, and rotation into other asset classes. Image: J.P. Morgan]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. vs. Non-U.S. Equity and U.S. vs. Europe Equity and Real Trade-Weighted US Dollar Index</title>
		<link>https://www.isabelnet.com/rotation-us-vs-non-us-equities-sp-growth-vs-value-sp-cyclicals-vs-defensives/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 16 May 2025 08:30:08 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=24455</guid>

					<description><![CDATA[U.S. vs. Non-U.S. Equity and U.S. vs. Europe Equity and Real Trade-Weighted US Dollar Index The start of 2025 marks a significant pause-and possible reversal-in U.S. equity exceptionalism. Whether this is a temporary pause or a fundamental shift remains to be seen, but the landscape for global investors has changed. Image: Goldman Sachs Global Investment&#8230;]]></description>
		
		
		
			</item>
		<item>
		<title>Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index</title>
		<link>https://www.isabelnet.com/indexed-return-of-cyclicals-vs-defensives-ex-commodities-and-ism-manufacturing-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 27 Nov 2024 09:31:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=69098</guid>

					<description><![CDATA[Indexed Return of Cyclicals vs. Defensives ex. Commodities and ISM Manufacturing Index U.S. equity sector rotations are pricing in a &#8220;no landing&#8221; economic scenario, where the U.S. economy avoids both recession and significant slowdown, maintaining steady growth instead. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Performance &#8211; Large Cap vs. Small Cap</title>
		<link>https://www.isabelnet.com/large-cap-vs-small-cap/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 17 Jul 2024 08:30:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=28745</guid>

					<description><![CDATA[Performance &#8211; Large Cap vs. Small Cap The durability of the rotation from U.S. large caps to U.S. small caps remains to be seen as the market assesses the implications of changing inflation and rate expectations. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>12-Month Rolling Money Market In/(Out)Flows vs. NY Fed 12-Month Ahead Yield Curve Implied Recession Probability</title>
		<link>https://www.isabelnet.com/12-month-rolling-money-market-in-outflows-vs-ny-fed-12-month-ahead-yield-curve-implied-recession-probability/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 29 Dec 2023 09:30:00 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=90814</guid>

					<description><![CDATA[12-Month Rolling Money Market In/(Out)Flows vs. NY Fed 12-Month Ahead Yield Curve Implied Recession Probability The probability of a U.S. recession can significantly influence investor behavior, potentially leading to a rotation out of money markets if the likelihood of a recession diminishes. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 GICs Level 1 Sector Weekly Relative Rotation Graph</title>
		<link>https://www.isabelnet.com/sp-500-gics-level-1-sector-weekly-relative-rotation-graph/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 08 Aug 2023 08:31:24 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=39269</guid>

					<description><![CDATA[S&#38;P 500 GICs Level 1 Sector Weekly Relative Rotation Graph Will technology and discretionary stocks continue to lead? Image= BofA Global Research]]></description>
		
		
		
			</item>
		<item>
		<title>Market &#8211; Biotech ETF vs. Energy ETF (Price Relative)</title>
		<link>https://www.isabelnet.com/market-biotech-etf-vs-energy-etf-price-relative/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 12 Jul 2022 10:30:22 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=72146</guid>

					<description><![CDATA[Market &#8211; Biotech ETF vs. Energy ETF (Price Relative) Will the rotation from inflation to deflation assets continue? Image: BofA Global Investment Strategy]]></description>
		
		
		
			</item>
		<item>
		<title>Total Equity Flows Minus Bond Flows and U.S. 10-Year Yield</title>
		<link>https://www.isabelnet.com/total-equity-flows-minus-bond-flows-and-u-s-10-year-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 15 Feb 2022 11:30:12 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=66256</guid>

					<description><![CDATA[Total Equity Flows Minus Bond Flows and U.S. 10-Year Yield Will the rotation in fund flows from bonds to equities continue? Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 Value Index/S&#038;P 500 Growth Index vs. 30-Year Treasury Yield</title>
		<link>https://www.isabelnet.com/sp-500-value-index-sp-500-growth-index-vs-30-year-treasury-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 19 Jan 2022 11:31:18 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=64921</guid>

					<description><![CDATA[S&#38;P 500 Value Index/S&#38;P 500 Growth Index vs. 30-Year Treasury Yield The direction of long-term interest rates tends to drive the style rotation. Image: Morgan Stanley Wealth Management]]></description>
		
		
		
			</item>
		<item>
		<title>Value Stocks &#8211; U.S. 10-Year Treasury Yield and U.S. Value / U.S. Growth</title>
		<link>https://www.isabelnet.com/value-stocks-u-s-10-year-treasury-yield-and-u-s-value-u-s-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 04 Aug 2021 11:30:47 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=56464</guid>

					<description><![CDATA[Value Stocks &#8211; U.S. 10-Year Treasury Yield and U.S. Value / U.S. Growth Is the value rotation in the U.S. stock market over? Image: Gavekal, Macrobond]]></description>
		
		
		
			</item>
		<item>
		<title>Tech Stocks &#8211; Nasdaq vs. S&#038;P 500 and U.S. 10-Year Real Rates</title>
		<link>https://www.isabelnet.com/tech-stocks-nasdaq-vs-sp-500-and-u-s-10-year-real-rates/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 18 May 2021 11:31:17 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=51029</guid>

					<description><![CDATA[Tech Stocks &#8211; Nasdaq vs. S&#038;P 500 and U.S. 10-Year Real Rates The rotation out of tech stocks has continued despite lower real rates. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Emerging Market Stocks &#8211; EM Consumer Discretionary + Tech vs. EM Energy + Materials</title>
		<link>https://www.isabelnet.com/emerging-market-stocks-em-consumer-discretionary-tech-vs-em-energy-materials/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 03 May 2021 11:31:26 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=37081</guid>

					<description><![CDATA[Emerging Market Stocks &#8211; EM Consumer Discretionary + Tech vs. EM Energy + Materials This chart highlights the secular rotation from healthcare/tech to energy/financials. Image: BofA Global Investment Strategy]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 Pure Value/Pure Growth Index and 5-Year U.S. Treasury Breakeven Rate</title>
		<link>https://www.isabelnet.com/sp-500-pure-value-pure-growth-index-and-5-year-u-s-treasury-breakeven-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 21 Apr 2021 11:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=49289</guid>

					<description><![CDATA[S&#38;P 500 Pure Value/Pure Growth Index and 5-Year U.S. Treasury Breakeven Rate The 5-year U.S. Treasury breakeven rate tends to drive the rotation from growth stocks to value stocks. Image: Morgan Stanley Wealth Management]]></description>
		
		
		
			</item>
		<item>
		<title>Growth vs. Value Rotation</title>
		<link>https://www.isabelnet.com/growth-vs-value-rotation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 22 Mar 2021 11:30:21 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=47262</guid>

					<description><![CDATA[Growth vs. Value Rotation The latest rotation has been the most significant since 2010. But will Value still falter in the long run? Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Copper and Gold &#8211; Rolling 6-Month Performance</title>
		<link>https://www.isabelnet.com/copper-and-gold-rolling-6-month-performance/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 18 Mar 2021 11:31:09 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=47051</guid>

					<description><![CDATA[Copper and Gold &#8211; Rolling 6-Month Performance Copper prices are rising on a strong demand outlook and gold&#8217;s underperformance is a rotation into risky assets. Image: MarketDesk Research]]></description>
		
		
		
			</item>
		<item>
		<title>Rotation from Cash to Equities Among Major Investor Categories vs. Change in the U.S. 10-Year Treasury Yield</title>
		<link>https://www.isabelnet.com/rotation-from-cash-to-equities-among-major-investor-categories-vs-change-in-the-u-s-10-year-treasury-yield/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 08 Mar 2021 12:31:51 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=46313</guid>

					<description><![CDATA[Rotation from Cash to Equities Among Major Investor Categories vs. Change in the U.S. 10-Year Treasury Yield Historically, investors tend to rotate from cash to equities when rates rise. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Outperformance of Procyclical Styles &#8211; Current Rotation vs. History</title>
		<link>https://www.isabelnet.com/outperformance-of-procyclical-styles-current-rotation-vs-history/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 24 Feb 2021 13:30:37 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=45554</guid>

					<description><![CDATA[Outperformance of Procyclical Styles &#8211; Current Rotation vs. History Investors are pricing a cyclical recovery. Image: Morgan Stanley Research]]></description>
		
		
		
			</item>
	</channel>
</rss>
