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ETFSector.com July Outlook: S&P 500

  • Research, S&P 500, Sector Reports
  • VOO
After consolidation in June in reaction to a more hawkish Fed., stronger employment data and easing interest rates present a more bullish setup for July.

ETFSector.com July Outlook: Energy

  • Research, Sector Rotation
  • VDE
The collapse of crude prices amidst easing of geopolitical tensions has been a stiff near-term headwind against Energy sector performance.

ETFSector.com July Outlook: Materials

  • Research, Sector Rotation
Materials stocks continue to face headwinds from falling commodities prices and a collapse of the geopolitical risk premium on natural resources exposures.

ETFSector.com July Outlook: Industrials

  • Research, Sector Reports
  • VIS
Industrials have benefitted from the AI trade, but we are also seeing strength re-emerge in Transports and Building Products.

ETFSector.com July Outlook: Consumer Discretionary

  • Research, Sector Reports
  • VCR
Discretionary stocks remain challenged, but stronger employment and oversold conditions are favorable near-term.

ETFSector.com July Outlook: Consumer Staples

  • Research, Sector Reports
  • VDC
Low vol. sectors performed well in June. We favor Healthcare and Real Estate for July over Utilities and Staples.

ETFSector.com July Outlook: Healthcare

  • Research, Sector Reports
  • VHT
Healthcare stocks have seen positive inflows in the near-term. The sector has been one of the main beneficiaries of broadening stock level participation.

ETFSector.com July Outlook: Financials

  • Research, Sector Reports
Banks and Insurance names have lifted the sector into a bullish reversal near-term. We see a more hawkish Fed. as a potential tailwind to Financials as investors rotate to Value style exposures.
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