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ETFSector.com May Outlook: S&P 500

  • Analysis, Research, S&P 500
Some concerns for the bull trend remain as a weak consumer and high input prices persist. However, investors continue to display strong risk appetite in the near-term and AI FOMO is again present and motivating rotation into Technology shares.

ETFSector.com May Outlook: Energy

  • Research, Sector Reports, XLE Energy
Crude prices are signaling that the Energy supply shock is still top of mind for investors and at odds with assurances that the Iran conflict is heading or a neat resolution. We stay long.

ETFSector.com May Outlook: Materials

  • Research, Sector Reports, XLB Materials
Demand for precious metals (or lack thereof) will likely be a key pivot for the sector. We think the metals trade has more upside potential than the market is giving it credit for.

ETFSector.com May Outlook: Industrials

  • Research, Sector Reports, XLI Industrials
Industrials have become an AI adjacent sector. Near-term weakness in Aero-Defense names has been a near-term headwind, but the sector continues to be well positioned to benefit from interest in AI, electrification, mining (machinery) and transport.

ETFSector.com May Outlook: Consumer Discretionary

  • Research, Sector Reports, XLY Consumer Discretionary
Consumer sectors remain under pressure as the recent risk-on impulse exposed investor's lack of interest in Discretionary as well as Staples exposure.

ETFSector.com May Outlook: Consumer Staples

  • Research, Sector Reports, XLP Consumer Staples
Consumer sectors remain under pressure as the recent risk-on impulse exposed investor's lack of interest in Discretionary as well as Staples exposure.

ETFSector.com May Outlook: Healthcare

  • Research, Sector Reports, XLV Health Care
The Healthcare sector rated the weakest in our Elev8 model for May. Continued weakness in Equipment stocks and near-term profit-taking in Pharma and Biotech names overwhelmed some signs of recovery in managed care stocks.

ETFSector.com May Outlook: Financials

  • Research, Sector Reports, XLF Financials
Financials have remained under pressure. If the bull trend continues, we would expect some reflation, but higher rates keep credit concerns on the table which is a potential headwind.
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