Investing & Trading: Intermarket Analysis & Sector Rotations

Gain a competitive edge by leveraging the fundamental forces that drive market movements

What you'll learn

Master the economic cycle and how it impacts intermarket relationships and sector performances.

Understand the core principles of intermarket analysis, including the relationships between stocks, bonds, commodities, and currencies

Apply sector rotation strategies to align your portfolio with prevailing market conditions.

Utilize technical and fundamental analysis tools to identify opportunities and optimize your timing for entering or exiting sectors

Analyze market data and implement strategies using ETFs, stocks, or other investment instruments

Requirements

Basic understanding of financial instruments (e.g., stocks or bonds)

Familiarity with fundamental and technical analysis is advantageous

Economic educational background comes in handy

Description

This course is a comprehensive course designed to elevate your trading and investing skills by providing you with the knowledge and tools to understand how different markets interact and how to strategically navigate sector performance. Whether you’re an aspiring trader, a seasoned investor, or simply curious about the dynamics of financial markets, this course will equip you with valuable insights to make informed decisions.Why should you sign up for this course?The financial markets are complex and ever-changing, but with the right framework, you can gain an edge. Intermarket analysis and sector rotation provide a roadmap for understanding market trends and positioning yourself to capitalize on opportunities while managing risk effectively.What will you learn?Incorporating intermarket analysis and sector rotation into your trading strategy helps you stay informed, agile, and aligned with macroeconomic and market dynamics. These frameworks offer a powerful way to:Anticipate market trends.Maximize returns by focusing on outperforming sectors.Mitigate risks during economic or market downturns.By leveraging these strategies, you can make more confident, data-driven decisions and adapt effectively to the ever-changing financial markets.Join in, and equip yourself with the knowledge to thrive in the world of trading and investing!Let’s unlock the potential of your portfolio and navigate markets with confidence!

Overview

Section 1: Introduction, Overview and Disclaimer

Lecture 1 What is this course about?

Lecture 2 Why Integrate Intermarket Analysis & Sector Rotation into Investing or Trading?

Lecture 3 What are the concepts behind intermarket analysis and sector rotation?

Lecture 4 Disclaimer for Investing and Trading Advice

Lecture 5 Remarks on scope and why mostly U.S. markets are used as basis for demonstration

Section 2: Broader Context, Fundamentals and Rationale

Lecture 6 Which Economic & Market Indicators Can Be Used to Evaluate the Business Cycle?

Lecture 7 Resources – Leading Economic Indicators, etc.

Lecture 8 Economic Indicators, the Business Cycle and Asset Class (Out-)Performance

Lecture 9 Unemployment-Inflation Trade-Off as cornerstone of Central Banking Policy

Lecture 10 Risk Sentiment - Indicators Reflecting Risk-On vs. Risk-Off Environments

Lecture 11 Additional Lecture: Inverse Relationship Between Bond Prices and Yields

Section 3: Intermarket Relationships in Depth

Lecture 12 Principles of Intermarket Analysis

Lecture 13 Bond and Stocks – Key concepts shaping the Relationship

Lecture 14 Stocks and Commodities – Key concepts shaping the Relationship

Lecture 15 Stocks and Currencies – Key concepts shaping the Relationship

Lecture 16 Bonds and Commodities – Key concepts shaping the Relationship

Lecture 17 Bonds and Currencies – Key concepts shaping the Relationship

Lecture 18 Commodities and Currencies – Key concepts shaping the Relationship

Section 4: Sector Rotation Strategies in Depth

Lecture 19 Principles of Sector Rotation and Aligning with the Economic Cycle

Lecture 20 Leading Indicators (incl. links) Signaling Sector (Out)-Performance

Lecture 21 Case Study - PART 1: Business Cycle and Sector Performance Analysis (2016-2024)

Lecture 22 Case Study - PART 2: Business Cycle and Sector Performance Analysis (2016-2024)

Lecture 23 Fundamental, Technical & Quantitative Analysis for Sector Rotation

Section 5: Miscellaneous: Practical Application, Additional Considerations and Trade-Offs

Lecture 24 Leveraging ETFs for Portfolio Implementation

Lecture 25 Financial Instruments (ETFs) for strategy implementation

Lecture 26 Additional Lecture: Option Trading Strategies

Lecture 27 Trade-offs when implementing intermarket and sector rotation strategies?

Lecture 28 Impact of Productivity as an Economic Variable on Asset Classes

Section 6: Conclusive Remarks

Lecture 29 Summary & Outlook

Lecture 30 THANK YOU!!!

Everybody who wants to stay ahead of the developments in the financial markets