AI momentum seems to be peaking in the near-term and we’re expecting some consolidation into Q3 earnings given the bullish scenario that has been priced in from April – August.
ETFSector.com September Outlook: Information Technology Read More »
The Information Technology sector remains the bull market leader at the sector level
ETFSector.com July Outlook: Information Technology Sector Read More »
Com services stocks finished June strong, and we’re expecting upside follow through into July
ETFSector.com July Outlook: Communication Services Sector Read More »
Despite some weakness in the near term, we expect discretionary stocks to catch up on performance now that the Bull trend is established for equities
ETFSector.com July Outlook: Consumer Discretionary Sector Read More »
We are out of the sector in July as structural headwinds from government regulation costs and higher rates persist
ETFSector.com July Outlook: Healthcare Sector Read More »
Some signs of bullish rotation have us constructive on the sector heading into July
ETFSector.com July Outlook: Financial Sector Read More »
We are expecting near-term weakness in Industrial stocks to be accumulated in July as the sector rebounds on relief from higher commodity prices
ETFSector.com July Outlook: Industrial Sector Read More »
We roll over our tactical long and the Energy sector due to prevailing oversold conditions and attention in the Middle East
ETFSector.com July Outlook: Energy Sector Read More »
Fire enthusiasm remains scarce despite prevailing oversold conditions in many names within the sector. We start July with a zero-weight position.
ETFSector.com July Outlook: Materials Sector Read More »
Investor risk appetite remains firm, and we’ve taken a tactical underweight in the consumer staple sector as a result
ETFSector.com July Outlook: Consumer Staples Sector Read More »
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