Please click the link below for our views on technical, fundamental and economic developments driving the Industrial Sector as they relate to industry and stock level performance. Industrial Sector March Outlook
ETFSector.com March Outlook: Industrial Sector Read More »
Please click the link below for our views on technical, fundamental and economic developments driving the Materials Sector as they relate to industry and stock level performance. Materials Sector March Outlook
ETFSector.com March Outlook: Materials Sector Read More »
Please click the link below for our views on technical, fundamental and economic developments driving the Energy Sector as they relate to industry and stock level performance. Energy Sector March Outlook
ETFSector.com March Outlook: Energy Sector Read More »
We view rising rates as the biggest potential threat to the long-term bull market. We think they’re overdone to the upside in the near-term and expect the bull trend to continue in 2025.
S&P 500 January 2025 Outlook—Can the bull trend endure despite rising interest rates? Read More »
The XLU has now retraced a majority of its April/May break-out and sits at an intermediate term support level with the daily RSI at clear oversold levels
We expect more bad news is priced in than good and have taken a modest long position in XLRE for July in our Elev8 Sector Model Portfolio.
The XLC continues to benefit from the lack of inflation and the strong bull trend behind Growth stocks. Entering July we see a continued positive environment for the sector.
Semiconductors have led everything YTD, but other areas of the XLK are showing near-term improvement now as Semi’s have consolidated in over the past week. Price Action & Performance XLK was among the leadership cohort for the 2nd month in a row after a weak spot in March and April. Momentum made a bull market
With inflation continuing to look a bit toothless, we are expecting XLF to regain some of its footing in July.
The XLV lost ground by moving sideways in June, unable to entice investors who were looking to add risk instead. The price action has been sideways since XLV peaked in February, and with a weak start to July trading, the pattern is taking on a distributional look.
