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Macro Sector ETF Returns - July 2025
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ETFSector.com July Outlook: Healthcare Sector
June 30, 2025
Research
,
Sector Reports
Patrick Torbert
We are out of the sector in July as structural headwinds from government regulation costs and higher rates persist
ETFSector.com July Outlook: Financial Sector
June 30, 2025
Research
,
Sector Reports
,
XLF Financials
Patrick Torbert
Some signs of bullish rotation have us constructive on the sector heading into July
ETFSector.com July Outlook: Industrial Sector
June 30, 2025
Research
,
Sector Reports
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XLI Industrials
Patrick Torbert
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: Energy Sector
June 30, 2025
Research
,
Sector Reports
Patrick Torbert
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: Materials Sector
June 30, 2025
Research
,
Sector Reports
,
XLB Materials
Patrick Torbert
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: Consumer Staples Sector
June 30, 2025
Research
,
Sector Reports
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XLP Consumer Staples
Patrick Torbert
Investor risk appetite remains firm, and we've taken a tactical underweight in the consumer staple sector as a result
ETFSector.com July Outlook: Real Estate Sector
June 30, 2025
Research
,
Sector Reports
,
XLRE Real Estate
Patrick Torbert
Investor preference for high beta exposures and structural headwinds from higher rates have us out of the Real Estate sector in July
ETFSector.com July Outlook: Utilities Sector
June 30, 2025
Research
,
Sector Reports
Patrick Torbert
Evidence of improving investor risk appetite has us underweight the Utilities sector as we enter July
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ETFSector.com July Outlook: Energy Sector
June 30, 2025
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: Utilities Sector
June 30, 2025
Evidence of improving investor risk appetite has us underweight the Utilities sector as we enter July
Sector/Industry Dashboard: US Large Cap. Healthcare Sector
February 25, 2025
Sector/Industry Dashboard: Large Cap. US Financial Sector
February 24, 2025
Featured Research | Springtime for Small Caps (White Paper), by the Research Team at Emerald Advisers, LLC
February 18, 2025
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