Air Radar/Insights/Sector Rotation Monitor
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Sector Rotation Monitor

Sector Rotation Monitor: Leadership shifts between growth, defensives, and safe-haven assets.

Updated April 19, 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

Track leadership shifts to identify regime changes and improve trading decisions.

Current Read

Bullish assets outnumber bearish, with 11 out of 29 assets showing strength.

Key Data Points

Forex leads the rotation with 4 bullish signals.Crypto improves with 3 net signal points.Etf weakens with 3 net signal points.

Live Rotation Read

Rotation State
broadening
Leadership Bias
20.7%
Leading Group
forex
Baseline
2026-04-12

Asset-Class Rotation

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

Key Rotation Watches

Watch Forex for confirmation against the 2026-04-12 baseline
Watch Etf for further weakening if leadership narrows
Leadership is broadening, so stronger follow-through matters more than isolated spikes

Offensive Rotation

Forex improved by +3 net signal points
Crypto improved by +3 net signal points
XLF is leading the upside rotation at 83% conviction

Defensive Rotation

Etf slipped by -3 net signal points
AMD is carrying downside pressure at 78% conviction

Live Signal Snapshot

Breadth
11 bullish / 5 bearish / 13 neutral
Avg Confidence
64.3%
Regime
supportive
Strongest Long
XLF

Highest-Conviction Longs

XLF
XLF · etf
83%
52.4985
GOOGL
Alphabet · stock
81%
149.4055
AAPL
Apple Inc. · stock
75%
177.8895

Highest-Conviction Shorts

AMD
AMD · stock
78%
264.0596
QQQ
QQQ · etf
69%
615.3036
BNB
Binance Coin · crypto
65%
629.55

Asset-Class Balance

crypto
2 bullish / 2 bearish / 5 neutral
stock
3 bullish / 1 bearish / 5 neutral
forex
4 bullish / 0 bearish / 0 neutral
commodity
1 bullish / 1 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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