S&P 500 new high along with two sectors
Key points
- The S&P 500 reached a record high in one of its quickest reversals ever, but only the Industrials and Financials sectors managed to hit all-time highs alongside it.
- When exactly two sectors hit record highs with the broader index, expected returns are highly impressive, averaging over 11% one year later.
- The broader market environment remains healthy, signaled by the CDX falling back below its 50-day moving average.
A drive to new highs led by...Industrials and Financials?
To the surprise of many, the most widely followed index in the world reached yet another record high last trading day. It was one of the quickest reversals from a one-month low to a record high since the index's inception.
Even though breadth among stocks in the S&P 500 has been excellent during this latest run, most of its major sectors are still off their highs. Only Industrials and Financials hit all-time highs alongside the S&P 500.

The chart below shows the number of sectors hitting record highs simultaneously with the S&P 500. In recent years, the breadth of new market highs has narrowed, with the number of sectors making simultaneous new highs steadily declining from 4-5 in ea
