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ETFSector.com Daily Trading Outlook

Daily Trading Outlook / / , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Trading Outlook S&P futures are off 0.1% and Nasdaq futures are down 0.3% after Wednesday’s momentum unwind. The headline index move was modest, but the factor move was not: semis, memory and AI-infrastructure winners came under outsized pressure while software, big tech, Financials, Health Care and Communication Services held up better. Asia was mixed overnight, […]

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Narrations of a Sector ETF Operator:  Sector Investors Are Discounting a Stronger Cycle, But Not a Cleaner One

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

Sector flows show investors are discounting a firmer cycle, not a recession, with support for Industrials, banks, REITs, Health Care and AI hardware. Energy, commodity hedges, software and China internet look more vulnerable as oil falls and positioning resets globally

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