Tariff Ruling Sparks Rotation — Here’s Where Money Is Moving

A major Supreme Court tariff ruling has left the S&P 500 pinned between 6797 support and 7000 resistance, but the bigger story may be where money is moving. Tom Bowley breaks down the rotation into utilities, energy, and materials as Treasury yields fall, explaining why that shift could matter more than the headlines. Tom Bowley reviews a week marked by renewed uncertainty after a Supreme Court tariff ruling, as the S&P 500 tested support before rebounding and remaining range-bound between 6797 and 7000. He explains how falling Treasury yields are fueling strength in utilities ahead of a historically strong March, all while energy, materials, and industrials continue trending higher. Tom also highlights the industry groups outperforming since the ruling and shows how to scan for potential leaders within those areas, before then reviewing Nvidia’s earnings reaction and the levels that could dictate the next breakout or breakdown. 👉🏻 Sign up for Tom's FREE Newsletter: https://earningsbeats.com/sc 00:00 - Welcome 02:34 - Key Indices & Sectors SECTOR CHARTS 04:53 - XLC, XLY, XLP, XLE, XLF 07:08 - XLV, XLI, XLB, XLRE, XLK 08:50 - XLU, $TNX & Seasonality TARIFF RULING IMPACT 11:04 - 5 Strongest Groups STOCKCHARTS SCAN 13:54 - Strong Stocks in Strong Group EARNINGS REPORTS 18:20 - NVDA,TTD, NTNX, CRM 👀 See what better financial charting can do for you! https://stockcharts.com/?utm_source=YouTube&utm_medium=Organicvideo&utm_campaign=TomBowley&utm_content=022626 👍🏻 If you enjoyed this video be sure to hit the THUMBS UP ✅ If you found value, consider SUBSCRIBING to our channel and ring the bell so you never miss a new video! Subscribe Here: https://tinyurl.com/wvet7qj 👍🏻 FOLLOW US X - @StockCharts - https://x.com/stockcharts Facebook - https://www.facebook.com/stockchartsdotcom LinkedIn - https://www.linkedin.com/company/stockcharts.com-inc. ❗️DISCLAIMER Past performance is not indicative of future results. Neither the Show Participants nor StockCharts.com guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on the show. Strategies or investments discussed may fluctuate in price or value. Investments or strategies mentioned in this show may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment advisor ––––– ℹ️ ABOUT STOCKCHARTS StockCharts.com is the world's leading technical analysis and financial charting platform. Trusted by millions of online investors around the world, the company has been an industry leader in the financial technology space for more than two decades. With innovative, award-winning charting and analysis tools, our mission is to help you better analyze the markets, monitor and manage your portfolios, find promising new stocks and funds to buy, and ultimately make smarter investment decisions. ℹ️ ABOUT STOCKCHARTS TV StockCharts TV is devoted exclusively to financial charting and market analysis from the web's top technical experts. With a constant stream of technical charting-focused content, there's always something insightful, educational and entertaining to watch on the channel.