Six causal features
Relative Mag 7, cloud, and software returns; sector leadership breadth; sector return dispersion; and growth-versus-defensive rotation.
AXIO7 research methodology
Which sector is leading today—and is that leadership durable?
AXIO7 treats “today's sector” as a measurable market state, not a story. The research layer compares completed-session leadership, breadth, dispersion, and growth-versus-defensive rotation before it evaluates historical analogs.
Point-in-time inputs
Every row must have source identity, event time, availability time, session-edge coverage, and an observation cutoff before it can enter a result.
No automatic promotion
A challenger must beat the same baseline queries in purged walk-forward evaluation, then pass untouched holdout and forward-shadow review.
The rotation map
Magnificent Seven
MAGS is used as an explicit ETF proxy; it is not presented as reconstructed constituent history.
Cloud computing
SKYY is evaluated relative to the broad market at the completed-session cutoff.
Semiconductors
SOXX captures semiconductor leadership without treating one company as the whole industry.
Software
IGV separates software leadership from the wider technology sector.
Broad sectors
XLK, XLC, XLY, XLF, XLE, XLI, XLV, XLP, XLU, XLRE, and XLB form the rotation breadth basket.
What a published report must show
A report must expose its provider, observation cutoff, availability time, freshness, coverage, feature version, historical sample boundary, validation status, and material caveats. Missing or stale sector coverage fails closed rather than being replaced with synthetic or unrelated data.
This page explains methodology. It is not a current market signal, investment advice, a personalized recommendation, or an execution service.