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VIDEO: S&P500 sector weights and dot com mania

In this video we discuss some key trends in sector market cap weights and earnings share of the GICS sectors of the S&P500 index. The video focuses on a topic from a recent edition of the Weekly Macro Themes report. The first chart shows market cap representation of 4 major sectors of the S&P500 and puts them in historical context. The second chart take a similar approach, but instead looks at the share of earnings. The final two charts hone in on the Information Technology sector and show that despite all the hype about the FAANG stocks, the current market looks nothing like the dot com mania of the late 90's. It's not to say we wont get there, but if we do you'll want to be across these charts and keep them front of mind.

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