Industrial stocks look like a potential rebound candidate in the near-term. Structural transitions towards clean energy, disaggregation of the global supply chain and demand for housing and infrastructure are all still in place.
We’ve hedged our short in Materials stocks by carrying a slight long in the Energy Sector despite weak near-term investor demand.
The best thing going for the S&P 500 Materials Sector as it enters 2025 is that it ended 2024 unloved with prices at oversold conditions.
We would wager on outperformance only if bearish scenarios surfaced in 2025
Sector is washed out near-term, but we don’t think it keeps pace to the upside if the bull market resumes in 2025.
We’d like to take a moment wish everyone a happy 2025! May your endeavors be fruitful, your resolutions successful and your interactions pleasant in the
S&P futures are down 0.7% Monday morning, near session lows, after US equities sold off on Friday, with the S&P, Nasdaq, and Russell 2000 all
S&P futures are down 0.3% in Friday morning trading following a mixed Thursday session where small caps outperformed while big tech lagged. Stocks remain on
S&P futures are down 0.4% in Thursday premarket trading, easing from earlier lows after Tuesday’s strong holiday-shortened session gains. Asian markets were mostly higher, while
US equity futures are slightly higher Tuesday morning, with S&P futures up 0.2%, following Monday’s session where stocks closed near their best levels, led by
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