S&P futures down 0.1% Monday morning after mixed performance last week, with tech strength driving the S&P 500 and Nasdaq. S&P is up nearly 28% YTD. Asian markets were mixed; Hong Kong rose on China policy support while South Korea fell amid political turmoil. European markets were also mixed. Treasuries slightly weaker, dollar index […]
ETFsector.com Daily Trading Outlook, December 9, 2024 Read More »
Rates are rolling over and the Bull is in control. Growth exposures (as expected) are benefitting.
COMMENTARY: The S&P500 Index was up almost a percent this week. The US economy added 227,000 jobs in November, but the unemployment rate still rose to 4.2%. Bitcoin hit the $100,000 mark, and the ETF market reported a record cash inflow for the year of ~$ 1 trillion. The Energy sector was hit the hardest
Performance Summary: Week ending December 6th, 2024 Read More »
Growth in the Driver’s Seat, Bull in the Driver’s Seat
Factor Friday: Growth Reasserting Itself, Macro Backdrop is Bullish, December 6, 2024 Read More »
S&P futures down 0.1% Friday morning after a mostly lower Thursday session. US equities are on track for a mixed weekly performance, with tech leading gains. Asian markets were mixed overnight; Hong Kong and China outperformed, while Japan and South Korea lagged. European markets are up ~0.5%. Treasuries weaker with some curve flattening. Dollar Index
ETFsector.com Daily Trading Outlook, December 6, 2024 Read More »
S&P futures are little changed Thursday morning after US equities closed higher Wednesday, with the S&P, Dow, and Nasdaq all at record highs. Tech outperformance continued, supported by earnings and AI-related momentum. Asian markets were mixed overnight, while European indices rose 0.6%. Treasuries weakened, the dollar index fell 0.1%, and Bitcoin surged 5.2% to surpass
ETFsector.com Daily Trading Outlook, December 5, 2024 Read More »
Outside of Singapore and Argentina, very little is compelling in the ex-US equity space.
S&P futures up 0.3% in Wednesday morning trading, following a mixed Tuesday session where the S&P rose for the 10th time in 11 sessions and the Nasdaq hit a new ATH, driven by tech outperformance. Asian markets were mixed, with South Korea down nearly 1.5% but supported by central bank liquidity pledges. European markets gained
ETFsector.com Daily Trading Outlook, December 4, 2024 Read More »
S&P futures are little changed Tuesday morning following a mixed Monday session where tech strength lifted the S&P 500 and Nasdaq, while cyclicals underperformed. Treasuries are weaker with curve steepening. Dollar index is down 0.2%, gold is up 0.3%, Bitcoin futures are down 1%, and WTI crude is up 1.2%. Key Themes Investors await further
ETFsector.com Daily Trading Outlook, December 3, 2024 Read More »
In a lengthening bull market, is it time to revisit concept stocks?
Tactical Tuesday Sector Report: Time to Consider ARKK and ARKF?, December 3, 2024 Read More »
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