ETFSector.com July Outlook: S&P 500
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.
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Sector Reports
ETFSector.com July Outlook: Industrials
Industrials have benefitted from the AI trade, but we are also seeing strength re-emerge in Transports and Building Products.
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ETFSector.com July Outlook: Consumer Discretionary
Discretionary stocks remain challenged, but stronger employment and oversold conditions are favorable near-term.
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ETFSector.com July Outlook: Consumer Staples
Low vol. sectors performed well in June. We favor Healthcare and Real Estate for July over Utilities and Staples.
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ETFSector.com July Outlook: Healthcare
Healthcare stocks have seen positive inflows in the near-term. The sector has been one of the main beneficiaries of broadening stock level participation.
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ETFSector.com July Outlook: Financials
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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ETFSector.com July Outlook: Information Technology
Technology shares consolidated in June but remain the central driver of this long-term bull market.
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ETFSector.com July Outlook: Communication Services
Mega cap. tentpoles GOOGL, META and NFLX remain under pressure which is a clear headwind for the sector in aggregate.
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ETFSector.com July Outlook: Utilities
With risk appetite firming at the end of June, we’re near market weight utilities to hedge against a more hawkish Fed.
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ETFSector.com July Outlook: Real Estate
Real Estate stocks have rebounded in the near-term. With rates moving lower as investors discount a more hawkish Fed., the setup is more favorable than expected for the sector given recent inflation concerns.
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