US Technology blazes ahead on the Sector Rotation Radar as momentum builds into the summer. A deep dive into the RRG signals, what they mean for multi-asset systematic traders, and how to position accordingly.
- JdK RS-Ratio (x-axis): Relative strength vs. the benchmark
- JdK RS-Momentum (y-axis): Rate of change of that relative strength
- Gold: Consolidating after a strong run — watch for re-entry
- Crude Oil: Weakening trend — system rules suggest reduced exposure
- Forex: USD showing strength against commodity currencies (AUD, CAD)
US Tech Blazes Ahead
The week ending May 28, 2026 saw US Technology accelerate its already dominant position on the Relative Rotation Graph. The sector's tail — the path of its rotation over the past five weeks — shows a consistent, high-velocity move deeper into the Leading quadrant.
This is not a new development, but the velocity is notable. When a sector's RRG tail is both long and pointed toward the upper-right, it signals sustained institutional accumulation — not a short-term spike.
What the RRG Is Telling Us
The Relative Rotation Graph plots sectors on two axes:
Technology's position: high RS-Ratio, high RS-Momentum. Classic Leading quadrant dominance.
In contrast, Energy is showing a classic Lagging rotation — low ratio, declining momentum. For systematic traders, this is a clear signal to reduce or eliminate energy exposure in a relative-strength framework.
Multi-Asset Perspective
The ANTs system doesn't just trade US equities. This week's commodity signals showed:
This analysis is for educational purposes. Always follow your system's rules.