Air Radar/Insights/Sector Rotation Monitor
Market intelligence

Sector Rotation Monitor

Air Radar's Sector Rotation Monitor signals a supportive regime with broadening bullish breadth.

Updated April 18, 2026

Why It Matters

Rotation context helps traders avoid reading a strong index as a strong market when the internals are actually weakening.

Strategic Takeaway

Tracking leadership shifts between asset groups helps traders identify high-confidence breakouts and breakdowns.

Current Read

Bullish signals lead 17 out of 28 assets, with crypto and stock sectors driving the rotation.

Key Data Points

Crypto leads with 7 bullish signals.Etf lags with 3 bearish signals.Bullish breadth is at 70.8% confidence.

Live Rotation Read

Rotation State
broadening
Leadership Bias
46.4%
Leading Group
crypto
Baseline
2026-04-11

Asset-Class Rotation

crypto
7 bullish / 1 bearish / 1 neutral
Net +6 now
Was +2
+4 improving
forex
2 bullish / 1 bearish / 1 neutral
Net +1 now
Was -1
+2 improving
stock
5 bullish / 1 bearish / 2 neutral
Net +4 now
Was +3
+1 stable
commodity
2 bullish / 0 bearish / 1 neutral
Net +2 now
Was +1
+1 stable
etf
1 bullish / 1 bearish / 2 neutral
Net 0 now
Was +3
-3 weakening

Key Rotation Watches

Watch Crypto for confirmation against the 2026-04-11 baseline
Watch Etf for further weakening if leadership narrows
Leadership is broadening, so stronger follow-through matters more than isolated spikes

Offensive Rotation

Crypto improved by +4 net signal points
Forex improved by +2 net signal points
AMD is leading the upside rotation at 88% conviction

Defensive Rotation

Etf slipped by -3 net signal points
NFLX is carrying downside pressure at 88% conviction

Live Signal Snapshot

Breadth
17 bullish / 4 bearish / 7 neutral
Avg Confidence
70.8%
Regime
supportive
Strongest Long
AMD

Highest-Conviction Longs

AMD
AMD · stock
88%
278.39
SPY
SPY · etf
82%
731.3557
AUD/USD
Australian Dollar / US Dollar · forex
76%
105.0224

Highest-Conviction Shorts

NFLX
NFLX · stock
88%
97.31
IWM
IWM · etf
72%
254.4791
EUR/USD
Euro / Dollar · forex
65%
1.0726

Asset-Class Balance

crypto
7 bullish / 1 bearish / 1 neutral
stock
5 bullish / 1 bearish / 2 neutral
forex
2 bullish / 1 bearish / 1 neutral
commodity
2 bullish / 0 bearish / 1 neutral
etf
1 bullish / 1 bearish / 2 neutral

Methodology

  1. 1Track leadership groups rather than the headline index only.
  2. 2Watch whether capital is rotating into beta, defensives, or cash proxies.
  3. 3Use breadth and leadership confirmation as a quality filter on breakout moves.
  4. 4Translate the result into plain-English regime language instead of only charts.

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