ETFSector.com November Outlook: Industrials
We’ve gone long the Industrials sector despite near-term weakness. It is less weak than many sectors despite lackluster performance.
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XLI Industrials
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 September Outlook: Industrials
We think the leadership rotation that started in August away from Industrials and Tech shares has some more room to run.
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ETFSector.com August Outlook: Industrials
Onshoring and AI implementation remain tailwinds offsetting weakness in Transports and Industrial Services segments.
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ETFSector.com July Outlook: Industrial Sector
We are expecting near-term weakness in Industrial stocks to be accumulated in July as the sector rebounds on relief from higher commodity prices
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ETFSector.com June Outlook: Industrials
industrials have improved in our process throughout 2025, and we are adding to our long in June
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ETFSector.com May Outlook: Industrial Sector
Please click the link below for our views on technical, fundamental and economic developments driving the Industrial Sector as we start May. Industrial Sector May Outlook
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ETFSector.com April Outlook: Industrial Sector
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Industrial Sector as we start April. Industrial Sector April Outlook
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Industrial Sector February 2025 Outlook—The Sector keeps Hanging Around as a Market Performer
Just hanging around. Signs of rotation beneath the surface as AI leaders are being faded.
Industrial Sector January 2025 Outlook—A 10% December correction leaves the sector at a key pivot point. We remain constructive.
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.