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Macro Sector ETF Returns - July 2025

ETFSector.com August Outlook: Materials Sector

  • Research, XLB Materials
Despite overhanging fears on inflation, commodities prices have stayed stable and we haven't seen evidence of broad interest in Materials exposure. We remain out of the sector for August.

ETFSector.com August Outlook: Information Technology Sector

  • Research, XLK Technology
The Information Technology Sector, boosted by AI tailwinds and strong investor risk appetite, continues to boast the strongest outperformance trend at the sector level.

ETFSector.com August Outlook: Communications Services Sector

  • Research, XLC Communication Services
We remain constructive on Mag7 constituents META and Alphabet while we are seeing some renewed interest in lower vol. exposures in July. We start August overweight Comm. Services

ETFSector.com August Outlook: S&P 500

  • Research, S&P 500
Overbought conditions are a tactical concern, but present trends remain constructive for US equities, and we think the path of least resistance for equities remains higher over the intermediate-term.

ETFSector.com July Outlook: S&P 500

  • Research, S&P 500
Set up for equities remains bullish heading into July, and we've aligned our portfolio with historical upside exposures at the sector level

ETFSector.com July Outlook: Information Technology Sector

  • Research, Sector Reports
The Information Technology sector remains the bull market leader at the sector level

ETFSector.com July Outlook: Communication Services Sector

  • Research, Sector Reports
Com services stocks finished June strong, and we're expecting upside follow through into July

ETFSector.com July Outlook: Consumer Discretionary Sector

  • Research, Sector Reports
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

Industry Research

ETFSector.com August Outlook: S&P 500

Overbought conditions are a tactical concern, but present trends remain constructive for US equities, and we think the path of least resistance for equities remains higher over the intermediate-term.

ETFSector.com July Outlook: S&P 500

Set up for equities remains bullish heading into July, and we've aligned our portfolio with historical upside exposures at the sector level

ETFSector.com July Outlook: Information Technology Sector

The Information Technology sector remains the bull market leader at the sector level

ETFSector.com July Outlook: Communication Services Sector

Com services stocks finished June strong, and we're expecting upside follow through into July

ETFSector.com July Outlook: Consumer Discretionary Sector

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: Healthcare Sector

We are out of the sector in July as structural headwinds from government regulation costs and higher rates persist
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