Investors Rotate Into Cyclical Sectors

2026-01-11 23:55:00 ET

By Ryan J. Puplava, CMT®, CTS™, CES™

Cyclical Rotation and a Broader Leadership Profile

The first full trading week of 2026 opened with a notable shift in market leadership. After several weeks of narrow gains driven by mega-cap growth stocks, investors rotated decisively toward cyclical sectors. Energy, financials, consumer discretionary, materials, and industrials repeatedly led the tape, while small- and mid-cap stocks outperformed their large-cap peers....

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