May 19, 2017
Oil (USO) has been the best performing ETF in the universe we track over the last 5 days, with oil-related ETFs also performing well. Austria has been the best-performing European ETF and the best-performing country ETF, with Indonesia also doing well following an upgrade to investment grade for the sovereign by S&P overnight. Poor performers are dominated by Brazil and Latin American ETFs, with natural gas, retail, and the USD also getting hit hard.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
May 18, 2017
With a catastrophic shift in fortunes for President Temer following reports of a bribery scandal, Brazil is down almost 14% over the past week. ETFs with Brazilian holdings are in a similar position, while retail is the worst-performing US sector following a brutal series of earnings reports over the past week. Gainers include long bonds, gold and gold miners, and short dollar positions.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
May 17, 2017
Precious metals and commodity-related plays have been the best performers over the last week with EM also doing well along with FX ETFs. With the yield curve flattening banks have been beaten down along wtih small caps and retail.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
May 16, 2017
Miners continue to outperform on a trailing week basis with oil-related names also performing well. Emerging markets (Brazil, South Africa, Turkey, and Chinese large caps) are also doing well. Retail stocks are down almost 5% over the past week with media, the USD index, and some small cap indices also underperforming.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
May 15, 2017
Brazil, gold miners, and Chinese (all ETFs listed below traded in Hong Kong) led the charge over the last week with biotech, semis, and pharma also performing well in the past five trading days. Retail, banks, insurance, media, and telecoms underperformed by the greatest margin.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.
May 12, 2017
Gold and natural gas continue to outpeform, along with a number of Asian equities; we note that while onshore Chinese equities have undeperformed notably, MCHI, GXC, and FXI all hold Hong Kong-listed offshore equities which have outperformed. EM broadly continues to rally. Worst performers include banks, some European country ETFs (including, surprisingly, France), and a number of US sectors.

Bespoke provides Bespoke Premium and Bespoke Institutional members with a daily ETF Trends report that highlights proprietary trend and timing scores for more than 200 widely followed ETFs across all asset classes. If you’re an ETF investor, this daily report is perfect. Sign up below to access today’s ETF Trends report.
See Bespoke’s full daily ETF Trends report by starting a no-obligation free trial to our premium research. Click here to sign up with just your name and email address.