Markets have tailwinds of lower rates and lower crude (-0.23% WTI) in June and the bull trend is clearly established. XLK and XLC are beneficiaries, and with rates sinking lower, homebuilders have potential to join the party.
ETFsector.com Daily Trading Outlook, June 13, 2024 Read More »
Commodities prices came under pressure last week after a sharp rally and Crude has traded down to near-term support. Rates have followed suit by moving lower. This keeps the macro environment supportive of a combination of Growth and Low vol.
ETFsector.com Daily Trading Outlook, June 10, 2024 Read More »
Softness in economic and fundamental data has been a boon to equity prices in this cycle because the US equity market has a herd of Unicorns in its midst at present. These Mega Cap. growers insulate the index from the vagaries of various weak economic data if the rate environment doesn’t completely choke out the consumer and thereby the broader economy. Keep XLK and XLC as cornerstones of the portfolio while the present inflation dynamic remains in force.
Narrations of a Sector ETF Operator | Weekly Market Letter, June 9, 2024 Read More »
At ETFsector.com we provide tools and insights to help our community appreciate and understand the benefits of sector investing. We are pleased to debut our deep history Sector Trend Studies to provide you with a deeper understanding of the historical behavior of these groups of businesses in relation to broad market and macro trends. The
US Sector Historical Return Profiles During Equity Downtrends Read More »
At ETFsector.com we provide tools and insights to help our community appreciate and understand the benefits of sector investing. We are pleased to debut our deep history Sector Trend Studies to provide you with a deeper understanding of the historical behavior of these groups of businesses in relation to broad market and macro trends. The
US Sector Historical Return Profiles During Equity Uptrends Read More »
XLK outperformance has persisted as inflation was not a negative event in May. We look for the outperformance trend to continue at the sector level given the absence of material headwinds and investor recognition of long-term leadership. Our new Elev8 Sector Model debuts with XLK as an OVERWEIGHT allocation of 2.92% for June
Throughout the week, Wall Street was eagerly anticipating a favorable inflation report, and their hopes were largely fulfilled. Despite this, some inflation components remain elevated.
Investors are pleased by a CPI report that exceeded expectations. Read More »
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