Market intelligence
Sector Rotation Monitor
Air Radar’s Sector Rotation Monitor shows a mixed regime with a defensive tilt, led by stocks while crypto lags.
Updated June 2, 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
Traders can use the stock‑led defensive rotation as a quality filter, favoring breakout stocks and avoiding lagging crypto.
Current Read
Today's snapshot: 29 assets, 8 bullish, 9 bearish, 12 neutral; leadership bias -3.4, stock leading, crypto weakening.
Key Data Points
Stock leadership up +2 net points; NVDA at 85% convictionCrypto down -4 net points; AVAX at 87% downside convictionETF rotation weakening with -2 net points
Live Rotation Read
Rotation State
defensive
Leadership Bias
-3.4%
Leading Group
stock
Baseline
2026-05-26
Asset-Class Rotation
stock
2 bullish / 1 bearish / 6 neutral
Net +1 now
Was -1
+2 improving
forex
3 bullish / 1 bearish / 0 neutral
Net +2 now
Was +1
+1 stable
commodity
2 bullish / 0 bearish / 1 neutral
Net +2 now
Was +1
+1 stable
etf
1 bullish / 0 bearish / 3 neutral
Net +1 now
Was +3
-2 weakening
crypto
0 bullish / 7 bearish / 2 neutral
Net -7 now
Was -3
-4 weakening
Key Rotation Watches
Watch Stock for confirmation against the 2026-05-26 baseline
Watch Crypto for further weakening if leadership narrows
Defensive rotation is building, so protect against failed breakouts
Offensive Rotation
Stock improved by +2 net signal points
NVDA is leading the upside rotation at 85% conviction
Defensive Rotation
Crypto slipped by -4 net signal points
Etf slipped by -2 net signal points
AVAX is carrying downside pressure at 87% conviction
Live Signal Snapshot
Breadth
8 bullish / 9 bearish / 12 neutral
Avg Confidence
70.1%
Regime
mixed
Strongest Long
NVDA
Highest-Conviction Longs
NVDA
NVIDIA · stock
85%
224.36
MSFT
Microsoft · stock
85%
460.52
USD/JPY
Dollar / Yen · forex
85%
147.3289
Highest-Conviction Shorts
AVAX
Avalanche · crypto
87%
8.899
BTC
Bitcoin · crypto
75%
71299.99
ETH
Ethereum · crypto
75%
2002.21
Asset-Class Balance
crypto
0 bullish / 7 bearish / 2 neutral
stock
2 bullish / 1 bearish / 6 neutral
forex
3 bullish / 1 bearish / 0 neutral
commodity
2 bullish / 0 bearish / 1 neutral
etf
1 bullish / 0 bearish / 3 neutral
Methodology
- 1Track leadership groups rather than the headline index only.
- 2Watch whether capital is rotating into beta, defensives, or cash proxies.
- 3Use breadth and leadership confirmation as a quality filter on breakout moves.
- 4Translate the result into plain-English regime language instead of only charts.