Sector Investors News and Insights

Weekly Performance Summary

Worldwide Wednesday: US Equities back in the Driver’s Seat vs. Rest of World

Worldwide Wednesday / / , , , ,

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 […]

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Performance Summary: Week Ending May 9th, 2025

Analysis, Analysis, Weekly Performance Summary /

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

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

Macro Mondays, Narrations of a Sector ETF Operator / / , ,

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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Tactical Tuesday Report: Key Levels to Watch as Mag7 and Semiconductors Attempt Bullish Reversal

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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

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Performance Summary: Week Ending May 2nd, 2025

Analysis, Analysis, Weekly Performance Summary /

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

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Factor Friday: Signs Investors are Rotating Back into Growth

Analysis, Factor Friday /

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

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© 2025 ETF Sector

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