Macro Mondays Archives - Page 8 of 11

Narrations of a Sector ETF Operator | Our Thoughts on Sectors and Tariffs

Macro Mondays, Narrations of a Sector ETF Operator / Patrick Torbert / KMI, MAGS, NVDA

May 11, 2025 We’re going to get a bit further into the weeds on Global trade negotiations in this week’s market letter. The dialogue has shifted from economic “saber-rattling” to a more constructive round of meetings focused on finding agreement and US equities have responded favorably as the calendar turns to May. Global trade negotiations […]

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KMI, MAGS, NVDA

ETFSector.com May Outlook: Real Estate Sector

Analysis, Macro Mondays, Sector Reports, XLRE Real Estate / Patrick Torbert

Real Estate is one of our three zero weight sectors for May

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ETFSector.com May Outlook: S&P 500

Analysis, Macro Mondays, S&P 500 / Patrick Torbert

Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 as we start May. S&P 500 May Outlook

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ETFSector.com May Outlook: Healthcare Sector

Analysis, Macro Mondays, Sector Reports, XLV Health Care / Patrick Torbert

Healthcare was one of our three zero weight sectors in May as improving news on global trade is likely to spur continued bullish reversal in the near-term

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ETFSector.com May Outlook: Utilities Sector

Analysis, Macro Mondays, Sector Reports, XLU Utilities / Patrick Torbert

Please click the link below for our views on technical, fundamental and economic developments driving the Utilities Sector as we start May. Utilities Sector May Outlook

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ETFSector.com May Outlook: Consumer Staples Sector

Analysis, Macro Mondays, Sector Reports, XLP Consumer Staples / Patrick Torbert

Please click the link below for our views on technical, fundamental and economic developments driving the Consumer Staples as we start May. Consumer Staples Sector May Outlook

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ETFSector.com May Outlook: Energy Sector

Analysis, Macro Mondays, Sector Reports, XLE Energy / Patrick Torbert

We were offsides to the long side in April. Keeping a toehold in the sector as prices have corrected to deeply oversold levels in the near-term.

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ETFSector.com May Outlook: Materials Sector

Analysis, Macro Mondays, Sector Reports, XLB Materials / Patrick Torbert

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 May Outlook: Industrial Sector

Analysis, Macro Mondays, Sector Reports, XLI Industrials / Patrick Torbert

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 May Outlook: Information Technology Sector

Analysis, Macro Mondays, Sector Reports, XLK Technology / Patrick Torbert

Please click the link below for our views on technical, fundamental and economic developments driving the Information Technology Sector as we start May. Information Technology Sector May Outlook

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