Jan 27, 2017
A surprising name has popped up among the best performers of the past week. Master limited partnerships (oil infrastructure plays) are up over 5% versus last week, the second-best performer in our list of ETFs. Mexico, Russia, Homebuilders, and Materials have all performed well. The worst performers were precious metals, Turkey, and Italy. Retail and Pharma have also continued to underperform.
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Jan 26, 2017
While new home sales plunged today, homebuilders were the strongest group over the last five days as-of the time the snapshot below was taken…prior to a brutal new home sales print for the month of December. Mexico was also down big this morning on another Trump tweet but has gained big over the last week. Long bonds, gold, pharma, and biotech have been the worst performing sectors while the USD has declined notably in the past week.
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.
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Jan 25, 2017
Who would have thought that in the week surrounding an executive order pulling out of NAFTA, Mexican equities would dramatically outperform in USD terms? Brazil and Poland have also done well while the homebuilders have been the strongest stocks in the US following very solid existing home sales data yesterday (which we discussed in The Closer last night). On the losing side over the last 5 days, biotech, Pharma, and long-term Treasuries continue to decline. Precious metals and the USD have also declined; interestingly GLD and UUP have identical performance over the last five sessions, an unusual correlation.
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.
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Jan 24, 2017
Mining and industrial metals stocks have been the best performers over the past week with Mexico also rallying. Other emerging markets (Philippines, LatAm, Turkey, Singapore, Taiwan) have gained while Home Construction and Materials have also gained. On the losing side of the column, Pharmaceuticals, Biotech, and Retail have been the worst performers over the past week with long-term Treasuries, Solar, and Telecoms 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.
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Jan 23, 2017
Gold continues to rally, benefiting Miners over the past week. While natural gas inventories have tightened a fair bit relative to recent history, warm weather is keeping gas longs unhappy. Biotech continue to labor under headline risk while the period of bank outperformance following the election continues to unwind. Lat Am, the antipodeans, and GBP have all been good perfomers in the past week.
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.
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Jan 20, 2017
Scandinavian indices were some of the best performers of the past week, with Semis, Consumer Staples, and Gold Miners outperforming in the US. Pound sterling has rallied over the last week, along with stronger gold prices and rallies in Mexico and Germany, in part because of a big USDMXN decline (stronger peso) today. Natural gas, Russia, Indonesia, and high duration Treasuries are the worst performers over the last five days though Biotech, Pharma, and Banks also lagged.
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.
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