ETFSector.com December Outlook: Materials
We think the Materials sector is likely setup as a contrarian buy heading into December.
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XLB Materials
ETFSector.com November Outlook: Materials
Commodities linked sectors remain in the weakest longer-term trends. We continue to be out of the Materials Sector
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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 September Outlook: Materials
While we’ve positioned for some rotation into laggard sectors, Materials stocks, particularly Chemicals co.’s have been hit hard by tariff driven cost increases. Our outlook remains negative on the sector.
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ETFSector.com August Outlook: Materials Sector
Despite overhanging fears on inflation, commodities prices have stayed stable and we haven’t seen evidence of broad interest in Materials exposure. We remain out of the sector for August.
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ETFSector.com July Outlook: Materials Sector
Fire enthusiasm remains scarce despite prevailing oversold conditions in many names within the sector. We start July with a zero-weight position.
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ETFSector.com June Outlook: Materials
Materials Stocks continue to face headwinds from weak commodities prices and high costs. We are out of the sector for June.
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ETFSector.com May Outlook: Materials Sector
Please click the link below for our views on technical, fundamental and economic developments driving the Materials Sector as we start May. Materials Sector May Outlook
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ETFSector.com April Outlook: Materials Sector
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Materials Sector as we start April. Materials Sector April Outlook
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Trump Announces Imminent Reciprocal Tariffs, Global Trade Partners on Alert
President Donald Trump announced plans to impose reciprocal tariffs as early as Wednesday evening or Thursday morning, according to remarks made to reporters at the White House (Reuters). The move raises concerns among U.S. trade partners, with India potentially in focus ahead of Prime Minister Narendra Modi’s scheduled visit to Washington on Thursday. European Union
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