ETFSector.com October Outlook: Energy
The only tranche of the Energy sector that’s percolating is the nuclear space, and those stocks are still in the small and mid-cap. tiers
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ETFSector.com October Outlook: Materials
The Materials Sector continues to be challenged by weak economic activity, cost pressures from tariffs and high costs. We are out of the sector for October as we have been for most of the year.
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ETFSector.com October Outlook: Industrials
Industrials have seen profit taking in the near-term, but several industries remain important components of the AI trade.
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ETFSector.com October Outlook: Consumer Discretionary
Discretionary stocks paused in their bullish reversal in September, but a supportive Fed and falling mortgage rates offer potential tailwinds for the sector.
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ETFSector.com October Outlook: Consumer Staples
Staples grades out as the weakest sector in our process facing both technical and fundamental headwinds at present.
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ETFSector.com October Outlook: Healthcare
After the sector showed some signs of life in August, weakness in the drug complex undercut any near-term momentum the sector had.
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ETFSector.com October Outlook: Financials
Financials have been on the sidelines for the past few months. Our process remains constructive, but headwinds to low vol. stocks have hampered the sector as Insurance and Financial Services stocks have been viewed as defensive.
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ETFSector.com October Outlook: Information Technology
Ai continues to be the dominant theme of this bull market. With inflation in check and a supportive Fed, we are long.
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ETFSector.com October Outlook: Communication Services
Mega Cap. Growth names have been beneficiaries of continued enthusiasm for AI plays which has carried the sector to sustained outperformance.
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ETFSector.com October Outlook: Utilities
Utilities remain our favored sector for a defensive hedge as our Elev8 portfolio remains tilted towards upside exposures in aggregate.
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