Consumer Staples December Outlook—We See Potential for Staples Outperformance in the Near-term
We think the marginal dollar goes into lower vol. sectors this month if rates roll over as we expect.
KVUE
Consumer Staples November Outlook—Rising Rates and Bullish Sentiment have Left Staples Lagging, Now Oversold
Deeply oversold with rates backed up, we are betting on near-term reversal in November
ETFsector.com Daily Trading Outlook, October 22, 2024
S&P futures are down 0.5% in Tuesday morning trading, following Monday’s mostly lower session where 10 of 11 sectors declined. Rate-sensitive stocks were notable laggards, though select big tech names outperformed. Treasuries weakened, with the 10-year yield hitting its highest level since late July. The Dollar Index is down 0.1%, gold is up 0.5%, Bitcoin
ETFsector.com Daily Trading Outlook, October 22, 2024 Read More »