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Research Sector Rotation Signals: AI Prompt for Claude & ChatGPT

Copy this Claude prompt to map sector rotation and macro drivers for stock research. Works with Claude, ChatGPT, Gemini, and Grok.

This AI prompt for stock research frames sector rotation, relative strength, and business-cycle positioning. Use Claude, ChatGPT, Gemini, or Grok as a framework, then verify cycle claims against primary data.

Recommended tools

ChatGPTClaudeGeminiGrok

Tags

Sector AnalysisAdvanced

The Research Sector Rotation Signals prompt (Claude, ChatGPT, Gemini, Grok)

Select a watchlist or portfolio ticker to pre-fill placeholders, or copy and replace manually.

You are a macro strategist at a top-tier institutional research firm. Produce a comprehensive sector rotation and relative strength analysis for the [REGION] equity market over [TIME_FRAME].

## Context
Use widely available data, academic research, and established frameworks. Do not predict which sector will outperform or suggest specific trades. The analysis should be educational and framework-driven.

## Required Analysis

### Part 1 - Sector Performance Heatmap
Build a performance summary table:
| Sector | Absolute Return (%) | Relative to Benchmark (%) | 3M Momentum | Ranking |
Cover all official GICS Level 1 sectors using exact names: Energy, Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financials, Information Technology, Communication Services, Utilities, Real Estate.

### Part 2 - Business Cycle Positioning
Using the classic business cycle framework (Early, Mid, Late, Recession):
- Assess the current phase based on available macro indicators (GDP growth, employment, inflation, monetary policy)
- Map which sectors historically perform well in each phase (cite academic or institutional research)
- Note where the current rotation pattern aligns or diverges from the historical template

### Part 3 - Macro Driver Matrix
| Macro Factor | Current State | Direction of Change | Sectors That Benefit | Sectors at Risk |
Cover: Interest rates, inflation, GDP growth, USD strength, credit spreads, consumer confidence, ISM/PMI data.

### Part 4 - Fund Flow & Positioning Signals
Identify 3-5 data sources researchers use to track institutional positioning:
- ETF flows by sector
- CFTC positioning data
- Put/call ratios by sector
- Mutual fund allocation surveys
For each, note what the signal currently suggests (if known from public data) and its limitations.

### Part 5 - Rotation Thesis Stress Test
For the most notable rotation currently underway (e.g. growth-to-value, defensive-to-cyclical):
- State the consensus explanation
- List 3 data points that would validate the thesis continuing
- List 3 data points that would invalidate it or signal reversal
- Note historical precedents and how long similar rotations have lasted

### Part 6 - Research Agenda
List 5 specific follow-up questions or data points to monitor.

### Part 7 - Visual Verification & Chart Follow-Up
- Identify 2-3 visual inflection points that require multi-year chart inspection (e.g. sector valuation multiple spreads, margin cycle comparison, and historical cyclical earnings volatility).
- Provide the direct Chartloom visual research link for inspecting sector leader tickers: https://www.chartloom.com/c/ticker/[TICKER]

## Output Format
Structured headers, tables, and bullets. Educational, neutral language. Do not recommend buying or selling any sector or security.

**Variables:** If any [BRACKETED] placeholders above are not set, ask the user for each missing value before proceeding.

Variables

Replace these placeholders in the prompt with your own values.

PlaceholderDescriptionExample
[REGION]Market or region (e.g. US, Europe, Japan, Global Developed Markets).US
[TIME_FRAME]Period to analyze (e.g. past 6 months, past 12 months, YTD).past 12 months

How to use this prompt

Replace [REGION] and [TIME_FRAME]. The output provides frameworks and data sources rather than predictions. Use it to structure your own macro analysis with up-to-date data from your preferred sources.

Tips

  • Cross-check any statistics the AI cites with current data from your own sources - macro data changes rapidly.
  • Sector definitions vary (GICS, ICB, BICS); note which classification the AI is using.
  • Combine this macro overlay with bottom-up fundamental analysis of individual names.
  • Run this prompt quarterly or when major macro regime changes occur to track how the framework evolves.
  • For more granular analysis, specify sub-sectors instead of broad sectors.

When to use this prompt

Building a macro overlay for quarterly portfolio review or rebalancing discussion

Understanding which data sources and frameworks institutional researchers use for sector analysis

Stress-testing a sector thesis by identifying validation and invalidation criteria

Onboarding to a new market or region by mapping the current sector rotation landscape

Updated 2026-02-20

These prompts are research tools, not financial advice. Outputs should be independently verified. They are not a recommendation to buy, sell, or hold any security. See our disclaimer for more information.