COMMENTARY: The S&P500 index extended its winning streak to 5 days on Friday, up 5.3%, tracking optimism about government policy and consumer strength. Next week investors anticipate several Fed speaker updates and economic data releases, along with clarity from weekend talks on tariffs, global conflicts and tax policy. Economic focus shifts to retail earnings and […]
Performance Summary: Week Ending May 16th, 2025 Read More »
May 14, 2025 Positive developments on global trade have investors rotating back to US shares from havens overseas. In this WWW report we look for clues of emerging leadership in the international space. Germany and China had seen the most sustained improvement during the correction. Will the re-emergence of US shares dampen that enthusiasm? While
Worldwide Wednesday: US Equities back in the Driver’s Seat vs. Rest of World Read More »
COMMENTARY: The relatively calm week of late offered a respite after stocks came back from weeks on fears about President Donald Trump’s trade war and then on hopes that he’ll relent on some of his tariffs. Most other asset classes also held relatively steady ahead of a highly anticipated meeting between China and the United
Performance Summary: Week Ending May 9th, 2025 Read More »
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
Narrations of a Sector ETF Operator | Our Thoughts on Sectors and Tariffs Read More »
May 8, 2025 If you’re of a certain age you remember the record store. Whether vinyl, cassette or compact disc, all of recorded music was physically laid out by genre. At the risk of dating myself, I was all about the music scene and the record store as a teen in the 1990’s. A most
Thematic Thursday: Is Alternative Energy Still Alternative? Read More »
May 6, 2025 Equities have staged their first significant rally since corrective price action took hold during February of 2025. Prior to Monday May 5th, the S&P 500 had posted gains in 9 consecutive sessions bringing price to the neckline of a potential bullish reversal for the index (chart below). We think the 5786 level
COMMENTARY: The S&P 500’s weekly gain of 2.9% was fueled by positive economic data, upbeat corporate earnings, and easing trade concerns. The index is still clawing its way back towards reversing losses of late, year to date the is down 3.3%. Industrials gained the most this week up 4.3%. Carrier Global and Trane Technologies were
Performance Summary: Week Ending May 2nd, 2025 Read More »
May 2, 2025 As the S&P 500 makes its most sustained attempt at a bullish reversal since prices began correcting in March, we review our suite of factor funds. Rhetoric on global trade has shifted to conciliation among most global trading blocs. The Trump Administration has focused on China as their principle adversary in this
Factor Friday: Signs Investors are Rotating Back into Growth Read More »
Real Estate is one of our three zero weight sectors for May
ETFSector.com May Outlook: Real Estate Sector Read More »
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
ETFSector.com May Outlook: S&P 500 Read More »
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