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XLP Consumer Staples SPDR July Outlook—Softer inflation has shifted investor focus towards discounting a more dovish Fed. going forward. XLP is less likely to outperform while that behavior persists

Sector Reports, XLP Consumer Staples / / ,

Weaker inflation and a fairly bullish earning season from the Tech. Sector have put the XLP in the back seat. Several o our model inputs have deteriorated for the sector since May, and it now scores as a zero-weight sector for July in our work

XLP Consumer Staples SPDR July Outlook—Softer inflation has shifted investor focus towards discounting a more dovish Fed. going forward. XLP is less likely to outperform while that behavior persists Read More »

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SPY June Outlook—mixed with seasonality a tactical negative historically against the backdrop of a longer-term bull market trend

All ETF News / / , ,

Last month was more stalemate between Fed policy and Inflation gauges.  Almost in the background, the equity markets continued higher.  We are now in the summer of an election year which typically sees equity markets consolidate into November 5th.  We will start the month positioned for rates to stay flat and for equities to grind sideways over the intermediate term while respecting the strongest longer-term outperformance trends in XLK and XLC. 

SPY June Outlook—mixed with seasonality a tactical negative historically against the backdrop of a longer-term bull market trend Read More »

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