(Premium) February Communication Services Outlook

For the first time in over a year, we are forced to question whether the Communication Services sector is still in a downtrend. The group has been the unquestioned laggard on the downside since September 2021, but an impressive rally to start January has them breaking through the relative downtrend line from those 2021 highs.

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(Premium) November Communication Services Outlook

The downtrend in Communication Services remains intact. Aside from expecting a near-term relative bounce as we work through the last week of collapse, there’s no reason to be anything but underweight. It could be that we just saw capitulation in the space, but we’ve already seen two selloffs of similar magnitude this year, and neither resulted in a trend reversal.

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