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Narrations of a Sector ETF Operator | Week Ended March 27: Navigating Stagflation Signals, Conflict Crosscurrents, and AI Disruption

Macro Mondays, Narrations of a Sector ETF Operator / / , , , , ,

Stagflation signals from March PMIs—business activity at an 11-month low, selling prices rising at the fastest clip since August 2022—favor sectors with pricing power. Energy, utilities, and staples lead defensively, while software remains vulnerable to AI disruption repricing.

Narrations of a Sector ETF Operator | Week Ended March 27: Navigating Stagflation Signals, Conflict Crosscurrents, and AI Disruption Read More »

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Thematic Thursday — Sector Positioning Under Macro Stress

Thematic Thursday / / , , , , , , , ,

Investors are rotating toward energy cash flows, biotech catalysts, and AI infrastructure while funding positions through outflows in broad index ETFs and precious metals, reflecting a shift toward resilience as elevated oil prices and rising yields pressure demand-sensitive and rate-exposed sectors.

Thematic Thursday — Sector Positioning Under Macro Stress Read More »

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