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ETFsector.com Daily Trading Outlook

July 17, 2025 S&P Futures are trading up 0.1% after Wednesday’s gains, with strength in pharma, insurers, asset managers, airlines, and homebuilders. Retail favorites and most-shorted names also outperformed. European markets are broadly higher after a solid session in Asia. Treasuries are weaker with long-end yields up ~2 bps. The dollar is up 0.3%, gold […]

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

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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ETFsector.com Daily Trading Outlook, January 24, 2025

US equities slightly lower in premarket trading following Thursday’s gains, where the S&P 500 hit its first ATH since December. Stocks are on track for a second consecutive week of strong gains. Asian markets mostly higher, led by Greater China, Australia, and South Korea, while Japan lagged. European markets up ~0.8%. Treasuries firmer with curve

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ETFsector.com Daily Trading Outlook, January 23, 2025

S&P futures down 0.2% in Thursday morning trading. Comes after US equities finished mostly higher on Wednesday with the S&P briefly trading above 6100. Tech (particularly AI trade) the standout while defensives and value lagged and breadth was negative after six straight sessions that saw more than two-thirds of S&P constituents higher. Asian markets mixed overnight with Japan

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